Filed September 7, 2006 (most recent of 3 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.2+ years Filed as: VANGUARD GROUP INC Service code 26 · EIN 23-1945930 | Advisory (Participants) | $51,130 |
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 | $196,761 | $42,582+362.1% | $171,082+15.0% | $57,658+241.3% |
| Participation rate | 99.8% | 63.9%+35.9pp | 76.7%+23.1pp | 70.2%+29.6pp |
| Annual return | 8.08% | 308.67%-300.6pp | 32.56%-24.5pp | 5.13%+2.9pp |
| Employer contribution / active EE | $5,810 | $1,306+344.8% | $4,002+45.2% | $1,974+194.4% |
| Participant deferral / active EE | $8,151 | $2,933+177.9% | $4,797+69.9% | $3,061+166.3% |
| Admin fee / account holder | $64 | $82-21.7% | $8,520-99.2% | $95-31.8% |