Filed December 28, 2006 (most recent of 2 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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $465,824 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $85,824 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,467 | $105,247+71.5% | $87,100+107.2% | $77,787+132.0% |
| Participation rate | 98.2% | 85.8%+12.4pp | 76.9%+21.4pp | 73.2%+25.0pp |
| Annual return | 22.05% | 24.52%-2.5pp | 28.19%-6.1pp | 32.57%-10.5pp |
| Employer contribution / active EE | $7,178 | $2,895+148.0% | $2,521+184.7% | $2,504+186.6% |
| Participant deferral / active EE | $9,826 | $5,060+94.2% | $4,049+142.7% | $3,967+147.7% |
| Admin fee / account holder | $104 | $1040% | $7,497-98.6% | $100+4.4% |