Filed May 10, 2006 (most recent of 3 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 Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $2,700,788 |
NEWPORT GROUP, INC.5+ years Filed as: NEWPORT GROUP SECURITIES, INC Service code 16 · EIN 59-3099288 | Consulting | $90,000 |
MAYER HOFFMAN MCCANN P.C.5+ years Service code 10 · EIN 43-1947695 | Accounting | $29,500 |
THE VANGUARD GROUP, INC.5+ years Service code 64 | Recordkeeping Fees | $0 |
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 | $54,538 | $32,762+66.5% | $84,611-35.5% | $89,569-39.1% |
| Participation rate | 96.4% | 34.6%+61.8pp | 68.2%+28.1pp | 69.6%+26.8pp |
| Annual return | 21.48% | 28.37%-6.9pp | 258.74%-237.3pp | 34.56%-13.1pp |
| Employer contribution / active EE | $2,073 | $564+267.8% | $2,652-21.8% | $2,584-19.8% |
| Participant deferral / active EE | $3,580 | $1,501+138.6% | $3,899-8.2% | $4,220-15.2% |
| Admin fee / account holder | $82 | $82-0.9% | $4,912-98.3% | $72+14.1% |