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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $474,562 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,959 | $80,211+73.2% | $74,183+87.3% | $63,975+117.2% |
| Participation rate | 99.1% | 84.2%+14.9pp | 76.6%+22.5pp | 71.1%+28.0pp |
| Annual return | 11.12% | 14.13%-3.0pp | 17.74%-6.6pp | 48.65%-37.5pp |
| Employer contribution / active EE | $4,093 | $2,553+60.3% | $2,370+72.7% | $2,182+87.6% |
| Participant deferral / active EE | $11,463 | $4,370+162.3% | $3,550+222.9% | $3,356+241.5% |
| Admin fee / account holder | $82 | $67+22.2% | $5,586-98.5% | $70+16.6% |