Filed September 21, 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.1+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $318,660 |
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 | $42,519 | $67,505-37.0% | $80,004-46.9% | $67,505-37.0% |
| Participation rate | 97.7% | 71.2%+26.5pp | 73.0%+24.7pp | 71.2%+26.5pp |
| Annual return | -0.01% | 6.52%-6.5pp | 7.63%-7.6pp | 6.52%-6.5pp |
| Employer contribution / active EE | $1,708 | $2,173-21.4% | $2,473-30.9% | $2,173-21.4% |
| Participant deferral / active EE | $2,439 | $3,597-32.2% | $3,204-23.9% | $3,597-32.2% |
| Admin fee / account holder | $13 | $56-77.0% | $5,033-99.7% | $56-77.0% |