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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $118,446 |
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 | $91,246 | $63,259+44.2% | $178,490-48.9% | $93,223-2.1% |
| Participation rate | 98.3% | 72.1%+26.2pp | 81.9%+16.4pp | 74.9%+23.4pp |
| Annual return | 14.86% | 19.93%-5.1pp | 151.07%-136.2pp | 19.29%-4.4pp |
| Employer contribution / active EE | $1,518 | $1,865-18.6% | $5,011-69.7% | $2,680-43.3% |
| Participant deferral / active EE | $7,831 | $3,372+132.2% | $5,202+50.5% | $4,563+71.6% |
| Admin fee / account holder | $14 | $58-76.3% | $13,984-99.9% | $79-82.7% |