Filed September 27, 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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $117,043 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $32,850 |
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 | $91,276 | $98,727-7.5% | $113,168-19.3% | $85,563+6.7% |
| Participation rate | 96.7% | 80.8%+15.8pp | 76.6%+20.1pp | 66.0%+30.7pp |
| Annual return | 15.92% | 17.43%-1.5pp | 24.27%-8.3pp | 31.51%-15.6pp |
| Employer contribution / active EE | $2,097 | $2,907-27.9% | $2,975-29.5% | $2,654-21.0% |
| Participant deferral / active EE | $4,866 | $5,424-10.3% | $5,107-4.7% | $4,375+11.2% |
| Admin fee / account holder | $155 | $357-56.5% | $12,068-98.7% | $834-81.4% |