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 | $2,065 |
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 | $214,167 | $80,177+167.1% | $123,892+72.9% | $57,658+271.4% |
| Participation rate | 98.8% | 74.4%+24.4pp | 81.4%+17.4pp | 70.2%+28.6pp |
| Annual return | 8.93% | 17.90%-9.0pp | 47.52%-38.6pp | 5.13%+3.8pp |
| Employer contribution / active EE | $4,527 | $2,913+55.4% | $4,617-1.9% | $1,974+129.4% |
| Participant deferral / active EE | $9,487 | $5,130+84.9% | $5,984+58.5% | $3,061+210.0% |
| Admin fee / account holder | $2 | $106-98.2% | $8,357-100.0% | $95-98.0% |