Filed December 7, 2005 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $79,205 |
Service code 99 | Other Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,002 | $110,299-1.2% | $102,423+6.4% | $199,593-45.4% |
| Participation rate | 96.6% | 86.3%+10.3pp | 76.5%+20.1pp | 72.0%+24.6pp |
| Annual return | 23.85% | 35.73%-11.9pp | 29.32%-5.5pp | 34.25%-10.4pp |
| Employer contribution / active EE | $0 | $3,603-100.0% | $3,023-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $5,433 | $6,376-14.8% | $5,053+7.5% | $5,087+6.8% |
| Admin fee / account holder | $55 | $122-55.4% | $9,451-99.4% | $269-79.7% |