Filed May 18, 2005 (most recent of 2 filings on file)
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 3-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.1+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $43,237 |
PRICEWATERHOUSECOOPERS LLP1+ years Service code 10 · EIN 13-4008324 | Accounting | $12,000 |
MERCER1+ years Service code 17 · EIN 13-2834414 | Pension Consulting | $8,828 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,129 | $72,770+169.5% | $67,652+189.9% | $55,191+255.4% |
| Participation rate | 98.5% | 78.8%+19.7pp | 75.7%+22.8pp | 69.2%+29.3pp |
| Annual return | -13.14% | -3.26%-9.9pp | 6625.04%-6638.2pp | 10.78%-23.9pp |
| Employer contribution / active EE | $8,573 | $1,769+384.6% | $2,266+278.4% | $1,899+351.5% |
| Participant deferral / active EE | $10,755 | $3,408+215.6% | $3,560+202.1% | $3,046+253.0% |
| Admin fee / account holder | $53 | $79-32.8% | $4,821-98.9% | $91-41.6% |