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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,345 |
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 | $195,420 | $95,274+105.1% | $135,903+43.8% | $74,419+162.6% |
| Participation rate | 98.0% | 78.2%+19.8pp | 81.9%+16.1pp | 70.7%+27.3pp |
| Annual return | 17.69% | 32.77%-15.1pp | 68.23%-50.5pp | 34.38%-16.7pp |
| Employer contribution / active EE | $5,541 | $3,874+43.0% | $4,856+14.1% | $2,637+110.1% |
| Participant deferral / active EE | $9,854 | $7,782+26.6% | $7,758+27.0% | $4,528+117.6% |
| Admin fee / account holder | $7 | $266-97.5% | $10,762-99.9% | $348-98.1% |