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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,870 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $228,635 | $100,801+126.8% | $149,696+52.7% | $73,409+211.5% |
| Participation rate | 98.8% | 77.7%+21.1pp | 82.5%+16.4pp | 72.2%+26.7pp |
| Annual return | 13.30% | 265.34%-252.0pp | 276.60%-263.3pp | 59.29%-46.0pp |
| Employer contribution / active EE | $5,021 | $3,312+51.6% | $4,644+8.1% | $2,234+124.8% |
| Participant deferral / active EE | $8,210 | $6,404+28.2% | $6,842+20.0% | $3,805+115.7% |
| Admin fee / account holder | $4 | $181-97.7% | $9,309-100.0% | $158-97.4% |