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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,488 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $195,328 | $106,028+84.2% | $146,958+32.9% | $77,643+151.6% |
| Participation rate | 98.4% | 78.4%+20.1pp | 82.2%+16.3pp | 70.6%+27.8pp |
| Annual return | 13.32% | 56.73%-43.4pp | 418.34%-405.0pp | 31.24%-17.9pp |
| Employer contribution / active EE | $4,860 | $4,063+19.6% | $4,933-1.5% | $2,726+78.3% |
| Participant deferral / active EE | $9,911 | $7,990+24.0% | $8,070+22.8% | $4,647+113.3% |
| Admin fee / account holder | $7 | $337-97.9% | $12,998-99.9% | $430-98.4% |