Filed January 7, 2005
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 | $7,709 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $380,170 | $121,341+213.3% | $189,513+100.6% | $79,386+378.9% |
| Participation rate | 97.0% | 86.1%+10.9pp | 87.8%+9.2pp | 70.7%+26.3pp |
| Annual return | 17.85% | 21.08%-3.2pp | 555.15%-537.3pp | 116.85%-99.0pp |
| Employer contribution / active EE | $11,776 | $3,915+200.8% | $6,162+91.1% | $2,427+385.1% |
| Participant deferral / active EE | $12,234 | $6,395+91.3% | $8,221+48.8% | $4,046+202.4% |
| Admin fee / account holder | $46 | $651-93.0% | $12,045-99.6% | $626-92.7% |