Filed September 16, 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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $174,012 |
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 | $75,411 | $241,101-68.7% | $103,333-27.0% | $199,593-62.2% |
| Participation rate | 95.4% | 78.3%+17.1pp | 74.5%+20.8pp | 72.0%+23.4pp |
| Annual return | 14.08% | 17.80%-3.7pp | 24.88%-10.8pp | 34.25%-20.2pp |
| Employer contribution / active EE | $1,858 | $4,244-56.2% | $3,868-52.0% | $3,034-38.8% |
| Participant deferral / active EE | $6,518 | $3,958+64.7% | $5,057+28.9% | $5,087+28.1% |
| Admin fee / account holder | $30 | $288-89.5% | $8,355-99.6% | $269-88.7% |