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.1 year Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $92,295 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,026 | $65,708-16.3% | $76,817-28.4% | $77,787-29.3% |
| Participation rate | 99.6% | 79.0%+20.6pp | 72.1%+27.5pp | 73.2%+26.4pp |
| Annual return | 4.61% | 49.86%-45.3pp | 1166.11%-1161.5pp | 32.57%-28.0pp |
| Employer contribution / active EE | $4,387 | $2,167+102.4% | $2,302+90.6% | $2,504+75.2% |
| Participant deferral / active EE | $2,250 | $3,254-30.9% | $3,336-32.6% | $3,967-43.3% |
| Admin fee / account holder | $54 | $91-40.6% | $6,420-99.2% | $100-46.1% |