Filed January 3, 2007 (most recent of 5 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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $62,755 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $28,677 |
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 | $205,934 | $58,290+253.3% | $98,442+109.2% | $86,799+137.3% |
| Participation rate | 98.6% | 68.3%+30.3pp | 73.3%+25.3pp | 72.3%+26.3pp |
| Annual return | 14.19% | 43.48%-29.3pp | 1492.73%-1478.5pp | 97.91%-83.7pp |
| Employer contribution / active EE | $7,785 | $2,008+287.8% | $2,960+163.0% | $2,405+223.6% |
| Participant deferral / active EE | $12,301 | $3,152+290.2% | $4,276+187.7% | $4,131+197.8% |
| Admin fee / account holder | $121 | $138-11.9% | $5,949-98.0% | $170-28.4% |