Filed August 29, 2006
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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $798,672 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $267,119 |
CHARLES SCHWAB & CO., INC.2 years Service code 99 | Other Fees | $0 |
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 | $266,018 | $151,876+75.2% | $113,168+135.1% | $117,739+125.9% |
| Participation rate | 99.1% | 92.5%+6.6pp | 76.6%+22.6pp | 76.6%+22.5pp |
| Annual return | 17.94% | 15.75%+2.2pp | 24.27%-6.3pp | 17.29%+0.7pp |
| Employer contribution / active EE | $4,789 | $4,598+4.2% | $2,975+61.0% | $3,746+27.9% |
| Participant deferral / active EE | $20,051 | $7,767+158.2% | $5,107+292.6% | $6,128+227.2% |
| Admin fee / account holder | $120 | $70+71.6% | $12,068-99.0% | $112+7.3% |