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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,768 |
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 | $183,945 | $82,202+123.8% | $125,339+46.8% | $64,808+183.8% |
| Participation rate | 98.4% | 77.9%+20.6pp | 82.4%+16.1pp | 71.5%+27.0pp |
| Annual return | -13.33% | 3.48%-16.8pp | 572.05%-585.4pp | 32.82%-46.2pp |
| Employer contribution / active EE | $5,612 | $3,615+55.2% | $4,814+16.6% | $2,506+123.9% |
| Participant deferral / active EE | $9,283 | $7,175+29.4% | $7,446+24.7% | $4,310+115.4% |
| Admin fee / account holder | $6 | $163-96.1% | $10,010-99.9% | $188-96.6% |