Filed January 28, 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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,720 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $126,584 | $107,378+17.9% | $108,579+16.6% | $57,658+119.5% |
| Participation rate | 99.6% | 77.1%+22.5pp | 79.6%+20.1pp | 70.2%+29.4pp |
| Annual return | 6.35% | 12.80%-6.4pp | -51.70%+58.0pp | 5.13%+1.2pp |
| Employer contribution / active EE | $3,384 | $1,782+89.9% | $3,758-10.0% | $1,974+71.4% |
| Participant deferral / active EE | $7,202 | $3,221+123.6% | $4,311+67.1% | $3,061+135.3% |
| Admin fee / account holder | $30 | $108-72.4% | $7,645-99.6% | $95-68.3% |