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.6+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $1,259,681 |
Service code 16 · EIN 53-0181291 | Consulting | $434,920 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $44,670 |
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 | $125,625 | $94,554+32.9% | $133,956-6.2% | $106,222+18.3% |
| Participation rate | 99.0% | 76.2%+22.8pp | 79.8%+19.2pp | 70.8%+28.2pp |
| Annual return | 13.41% | 16.55%-3.1pp | 45.09%-31.7pp | 21.69%-8.3pp |
| Employer contribution / active EE | $5,730 | $2,503+128.9% | $3,919+46.2% | $2,723+110.4% |
| Participant deferral / active EE | $2,816 | $4,130-31.8% | $5,048-44.2% | $4,600-38.8% |
| Admin fee / account holder | $64 | $69-7.2% | $8,927-99.3% | $78-18.4% |