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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $89,249 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $52,188 |
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 | $81,618 | $52,346+55.9% | $143,757-43.2% | $78,044+4.6% |
| Participation rate | 98.3% | 72.7%+25.6pp | 80.3%+18.0pp | 74.4%+23.9pp |
| Annual return | -15.43% | -14.19%-1.2pp | -0.04%-15.4pp | 10.87%-26.3pp |
| Employer contribution / active EE | $1,893 | $2,131-11.2% | $4,951-61.8% | $3,125-39.4% |
| Participant deferral / active EE | $9,043 | $3,800+137.9% | $5,637+60.4% | $5,084+77.9% |
| Admin fee / account holder | $14 | $63-78.0% | $14,673-99.9% | $79-82.3% |