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 7-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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,310 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,036 | $72,770-5.1% | $67,652+2.0% | $55,191+25.1% |
| Participation rate | 87.3% | 78.8%+8.5pp | 75.7%+11.7pp | 69.2%+18.2pp |
| Annual return | -0.40% | -3.26%+2.9pp | 6625.04%-6625.4pp | 10.78%-11.2pp |
| Employer contribution / active EE | $3,603 | $1,769+103.7% | $2,266+59.0% | $1,899+89.8% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $9 | $79-88.3% | $4,821-99.8% | $91-89.9% |