Filed November 22, 2005
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 | $12,512 |
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 | $131,763 | $81,908+60.9% | $90,749+45.2% | $64,808+103.3% |
| Participation rate | 99.4% | 80.5%+18.9pp | 75.7%+23.7pp | 71.5%+27.9pp |
| Annual return | -15.41% | -12.53%-2.9pp | -12.16%-3.3pp | 32.82%-48.2pp |
| Employer contribution / active EE | $6,939 | $3,065+126.4% | $2,921+137.6% | $2,506+176.9% |
| Participant deferral / active EE | $8,700 | $4,840+79.7% | $4,564+90.6% | $4,310+101.8% |
| Admin fee / account holder | $13 | $157-91.7% | $8,445-99.8% | $188-93.0% |