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 Service code 15 · EIN 23-1945930 | Recordkeeping | $97,812 |
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 | $63,268 | $72,066-12.2% | $81,930-22.8% | $90,288-29.9% |
| Participation rate | 98.6% | 78.9%+19.7pp | 72.0%+26.6pp | 73.4%+25.2pp |
| Annual return | -3.53% | 15.92%-19.5pp | 29.49%-33.0pp | 53.97%-57.5pp |
| Employer contribution / active EE | $4,272 | $2,335+83.0% | $4,310-0.9% | $2,524+69.3% |
| Participant deferral / active EE | $2,505 | $3,557-29.6% | $7,107-64.8% | $4,232-40.8% |
| Admin fee / account holder | $62 | $92-32.7% | $5,158-98.8% | $114-45.4% |