Filed March 28, 2006
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.2+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $683,334 |
ERNST & YOUNG LLP2+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $40,791 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,587 | $79,480+34.1% | $108,579-1.8% | $329,111-67.6% |
| Participation rate | 99.4% | 72.0%+27.4pp | 79.6%+19.8pp | 67.9%+31.5pp |
| Annual return | 7.55% | 18.07%-10.5pp | -51.70%+59.2pp | 16.35%-8.8pp |
| Employer contribution / active EE | $4,993 | $2,317+115.5% | $3,758+32.9% | $2,303+116.8% |
| Participant deferral / active EE | $1,256 | $3,243-61.3% | $4,311-70.9% | $3,682-65.9% |
| Admin fee / account holder | $23 | $68-65.6% | $7,645-99.7% | $754-96.9% |