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.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $131,439 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,713 |
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 | $98,857 | $69,238+42.8% | $185,823-46.8% | $101,517-2.6% |
| Participation rate | 98.4% | 73.5%+24.9pp | 81.7%+16.7pp | 74.6%+23.8pp |
| Annual return | 13.28% | 21.26%-8.0pp | 122.05%-108.8pp | 21.00%-7.7pp |
| Employer contribution / active EE | $1,872 | $2,104-11.1% | $5,167-63.8% | $2,973-37.0% |
| Participant deferral / active EE | $8,860 | $3,764+135.4% | $5,568+59.1% | $4,873+81.8% |
| Admin fee / account holder | $17 | $66-74.8% | $16,237-99.9% | $139-88.0% |