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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $133,725 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $127,000 |
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 | $159,605 | $112,686+41.6% | $169,993-6.1% | $80,160+99.1% |
| Participation rate | 97.6% | 87.4%+10.2pp | 87.0%+10.6pp | 72.9%+24.7pp |
| Annual return | 16.44% | 67.04%-50.6pp | 53.37%-36.9pp | 40.38%-23.9pp |
| Employer contribution / active EE | $3,974 | $4,481-11.3% | $6,785-41.4% | $2,978+33.4% |
| Participant deferral / active EE | $7,357 | $7,876-6.6% | $10,408-29.3% | $5,017+46.6% |
| Admin fee / account holder | $168 | $99+69.2% | $12,815-98.7% | $145+15.7% |