Filed September 1, 2006 (most recent of 2 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 9-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 | $120,579 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,053 | $53,565+51.3% | $172,739-53.1% | $82,204-1.4% |
| Participation rate | 98.3% | 69.6%+28.6pp | 82.6%+15.6pp | 73.4%+24.9pp |
| Annual return | 21.26% | 31.42%-10.2pp | 802.84%-781.6pp | 26.31%-5.0pp |
| Employer contribution / active EE | $1,417 | $1,857-23.7% | $5,143-72.5% | $2,707-47.7% |
| Participant deferral / active EE | $7,315 | $3,006+143.4% | $5,198+40.7% | $4,246+72.3% |
| Admin fee / account holder | $13 | $61-78.2% | $13,954-99.9% | $76-82.3% |