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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $47,979 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $40,938 |
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 | $209,889 | $65,908+218.5% | $81,812+156.6% | $77,643+170.3% |
| Participation rate | 99.4% | 65.8%+33.6pp | 72.3%+27.0pp | 70.6%+28.8pp |
| Annual return | 13.92% | 26.64%-12.7pp | 773.79%-759.9pp | 31.24%-17.3pp |
| Employer contribution / active EE | $7,855 | $2,370+231.4% | $2,912+169.7% | $2,726+188.2% |
| Participant deferral / active EE | $13,719 | $3,505+291.4% | $4,319+217.7% | $4,647+195.2% |
| Admin fee / account holder | $112 | $526-78.6% | $7,386-98.5% | $430-73.9% |