Filed June 14, 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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $180,782 |
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 | $116,888 | $81,537+43.4% | $149,718-21.9% | $69,631+67.9% |
| Participation rate | 98.3% | 86.1%+12.2pp | 87.1%+11.2pp | 70.7%+27.6pp |
| Annual return | 15.91% | 22.79%-6.9pp | 1501.63%-1485.7pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $4,305 | $3,239+32.9% | $5,445-20.9% | $2,032+111.9% |
| Participant deferral / active EE | $5,402 | $4,994+8.2% | $6,569-17.8% | $3,224+67.6% |
| Admin fee / account holder | $125 | $107+17.4% | $11,283-98.9% | $110+13.6% |