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 6-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.2+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $57,430 |
Employer contribution per participant 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 | $59,260 | $80,211-26.1% | $74,183-20.1% | $63,975-7.4% |
| Participation rate | 98.2% | 84.2%+14.1pp | 76.6%+21.6pp | 71.1%+27.1pp |
| Annual return | 7.65% | 14.13%-6.5pp | 17.74%-10.1pp | 48.65%-41.0pp |
| Employer contribution / active EE | $20 | $2,553-99.2% | $2,370-99.2% | $2,182-99.1% |
| Participant deferral / active EE | $5,472 | $4,370+25.2% | $3,550+54.2% | $3,356+63.0% |
| Admin fee / account holder | $45 | $67-32.9% | $5,586-99.2% | $70-36.0% |