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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,360 |
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 | $240,118 | $104,317+130.2% | $159,436+50.6% | $86,799+176.6% |
| Participation rate | 98.0% | 77.7%+20.3pp | 82.8%+15.1pp | 72.3%+25.7pp |
| Annual return | 16.67% | 26.32%-9.6pp | 263.57%-246.9pp | 97.91%-81.2pp |
| Employer contribution / active EE | $5,643 | $3,451+63.5% | $4,829+16.9% | $2,405+134.6% |
| Participant deferral / active EE | $9,011 | $6,837+31.8% | $7,352+22.6% | $4,131+118.1% |
| Admin fee / account holder | $6 | $172-96.8% | $10,799-99.9% | $170-96.7% |