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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $46,909 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $30,027 |
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 | $167,245 | $47,722+250.5% | $82,719+102.2% | $64,808+158.1% |
| Participation rate | 98.0% | 67.6%+30.4pp | 72.6%+25.5pp | 71.5%+26.6pp |
| Annual return | -14.07% | -13.05%-1.0pp | 701.18%-715.3pp | 32.82%-46.9pp |
| Employer contribution / active EE | $6,797 | $2,179+211.9% | $3,009+125.9% | $2,506+171.2% |
| Participant deferral / active EE | $12,001 | $3,329+260.4% | $4,395+173.1% | $4,310+178.4% |
| Admin fee / account holder | $98 | $143-31.7% | $5,329-98.2% | $188-48.0% |