Filed June 20, 2006 (most recent of 3 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.3 years Filed as: VANGUARD ADVISORS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $443,201 |
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $172,002 |
RVK, INC.3 years Filed as: RVK Service code 16 · EIN 93-0919652 | Consulting | $45,084 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $302,110 | $188,991+59.9% | $103,476+192.0% | $199,593+51.4% |
| Participation rate | 96.8% | 93.2%+3.6pp | 80.5%+16.3pp | 72.0%+24.8pp |
| Annual return | 14.77% | 15.75%-1.0pp | 23.90%-9.1pp | 34.25%-19.5pp |
| Employer contribution / active EE | $10,773 | $6,583+63.7% | $4,672+130.6% | $3,034+255.0% |
| Participant deferral / active EE | $11,047 | $10,334+6.9% | $6,623+66.8% | $5,087+117.2% |
| Admin fee / account holder | $260 | $114+126.9% | $9,413-97.2% | $269-3.4% |