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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,780 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,124 | $92,055-33.6% | $106,213-42.5% | $77,643-21.3% |
| Participation rate | 94.1% | 81.0%+13.0pp | 75.3%+18.8pp | 70.6%+23.5pp |
| Annual return | 10.43% | 17.91%-7.5pp | 116.14%-105.7pp | 31.24%-20.8pp |
| Employer contribution / active EE | $4,222 | $3,367+25.4% | $3,171+33.1% | $2,726+54.9% |
| Participant deferral / active EE | $5,198 | $5,386-3.5% | $5,016+3.6% | $4,647+11.9% |
| Admin fee / account holder | $19 | $219-91.5% | $11,033-99.8% | $430-95.7% |