Filed July 22, 2003 (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 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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $46,475 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,801 |
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 | $477,024 | $89,808+431.2% | $100,391+375.2% | $77,643+514.4% |
| Participation rate | 97.1% | 81.2%+15.9pp | 81.5%+15.7pp | 70.6%+26.6pp |
| Annual return | 14.63% | 20.62%-6.0pp | 49.20%-34.6pp | 31.24%-16.6pp |
| Employer contribution / active EE | $15,809 | $3,039+420.2% | $3,942+301.1% | $2,726+480.0% |
| Participant deferral / active EE | $18,742 | $8,284+126.2% | $8,082+131.9% | $4,647+303.3% |
| Admin fee / account holder | $90 | $174-48.2% | $7,899-98.9% | $430-79.0% |