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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $107,961 |
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 | $84,778 | $77,197+9.8% | $86,874-2.4% | $93,030-8.9% |
| Participation rate | 99.3% | 78.2%+21.1pp | 71.6%+27.7pp | 73.9%+25.4pp |
| Annual return | 43.14% | 16.31%+26.8pp | 63.52%-20.4pp | 158.70%-115.6pp |
| Employer contribution / active EE | $3,732 | $2,514+48.4% | $2,495+49.6% | $2,706+37.9% |
| Participant deferral / active EE | $2,784 | $3,831-27.3% | $3,699-24.7% | $4,562-39.0% |
| Admin fee / account holder | $62 | $105-41.2% | $5,828-98.9% | $152-59.3% |