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.3+ years Filed as: VANGUARD GROUP INC Service code 26 · EIN 23-1945930 | Advisory (Participants) | $50,717 |
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 | $231,988 | $46,966+393.9% | $185,117+25.3% | $69,631+233.2% |
| Participation rate | 96.7% | 65.3%+31.4pp | 77.3%+19.4pp | 70.7%+26.0pp |
| Annual return | 11.31% | 22.36%-11.1pp | 40.50%-29.2pp | 27571.02%-27559.7pp |
| Employer contribution / active EE | $6,460 | $1,360+374.8% | $4,182+54.5% | $2,032+217.9% |
| Participant deferral / active EE | $10,157 | $3,017+236.7% | $5,045+101.3% | $3,224+215.1% |
| Admin fee / account holder | $68 | $94-27.3% | $8,159-99.2% | $110-38.2% |