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.6+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $2,242,497 |
NEWPORT GROUP, INC.6+ years Filed as: NEWPORT GROUP SECURITIES, INC Service code 16 · EIN 59-3099288 | Consulting | $67,500 |
MAYER HOFFMAN MCCANN P.C.6+ years Service code 10 · EIN 43-1947695 | Accounting | $24,000 |
THE VANGUARD GROUP, INC.6+ years Service code 64 | Recordkeeping Fees | $0 |
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 | $60,682 | $36,321+67.1% | $89,391-32.1% | $106,222-42.9% |
| Participation rate | 97.6% | 29.8%+67.7pp | 68.0%+29.6pp | 70.8%+26.8pp |
| Annual return | 14.08% | 24.00%-9.9pp | 245.62%-231.5pp | 21.69%-7.6pp |
| Employer contribution / active EE | $2,363 | $507+366.6% | $2,586-8.6% | $2,723-13.2% |
| Participant deferral / active EE | $3,829 | $1,286+197.6% | $3,890-1.6% | $4,600-16.8% |
| Admin fee / account holder | $74 | $78-4.6% | $4,881-98.5% | $78-5.3% |