Filed March 5, 2006
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 Service code 15 · EIN 23-1945930 | Recordkeeping | $37,544 |
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 | $90,351 | $55,790+61.9% | $76,817+17.6% | $67,579+33.7% |
| Participation rate | 97.3% | 71.1%+26.2pp | 72.1%+25.2pp | 71.3%+26.0pp |
| Annual return | 18.07% | 64.45%-46.4pp | 1166.11%-1148.0pp | 378.56%-360.5pp |
| Employer contribution / active EE | $3,668 | $1,810+102.6% | $2,302+59.3% | $2,148+70.8% |
| Participant deferral / active EE | $2,047 | $2,875-28.8% | $3,336-38.6% | $3,539-42.2% |
| Admin fee / account holder | $84 | $159-47.0% | $6,420-98.7% | $142-40.7% |