Filed November 9, 2005
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 8-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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $481,512 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $59,206 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 99 | Other 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 | $231,317 | $136,266+69.8% | $90,749+154.9% | $77,904+196.9% |
| Participation rate | 100.0% | 86.6%+13.4pp | 75.7%+24.3pp | 73.7%+26.3pp |
| Annual return | -16.28% | -11.32%-5.0pp | -12.16%-4.1pp | 12.21%-28.5pp |
| Employer contribution / active EE | $11,529 | $4,215+173.5% | $2,921+294.7% | $2,848+304.9% |
| Participant deferral / active EE | $14,540 | $6,353+128.9% | $4,564+218.6% | $4,806+202.5% |
| Admin fee / account holder | $171 | $399-57.0% | $8,445-98.0% | $133+29.2% |