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 Service code 15 · EIN 23-1945930 | Recordkeeping | $2,225 |
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 | $199,337 | $75,388+164.4% | $123,544+61.3% | $55,725+257.7% |
| Participation rate | 98.1% | 75.7%+22.5pp | 82.3%+15.9pp | 70.9%+27.3pp |
| Annual return | -3.75% | 4.48%-8.2pp | 119.20%-122.9pp | 244.93%-248.7pp |
| Employer contribution / active EE | $4,909 | $3,063+60.3% | $4,628+6.1% | $2,078+136.2% |
| Participant deferral / active EE | $8,503 | $5,651+50.5% | $6,426+32.3% | $3,356+153.4% |
| Admin fee / account holder | $2 | $120-98.5% | $9,284-100.0% | $115-98.5% |