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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,191 |
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 | $282,260 | $102,553+175.2% | $151,611+86.2% | $66,914+321.8% |
| Participation rate | 97.2% | 85.5%+11.7pp | 87.5%+9.7pp | 69.8%+27.4pp |
| Annual return | -16.42% | -10.82%-5.6pp | 3.33%-19.8pp | 1.58%-18.0pp |
| Employer contribution / active EE | $11,673 | $4,180+179.2% | $6,166+89.3% | $2,544+358.8% |
| Participant deferral / active EE | $12,039 | $6,641+81.3% | $8,363+43.9% | $4,237+184.1% |
| Admin fee / account holder | $46 | $630-92.6% | $11,616-99.6% | $593-92.2% |