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.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $20,235 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,530 |
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 | $413,595 | $87,125+374.7% | $108,410+281.5% | $86,799+376.5% |
| Participation rate | 98.2% | 80.5%+17.7pp | 80.1%+18.1pp | 72.3%+26.0pp |
| Annual return | 16.45% | 25.21%-8.8pp | 905.27%-888.8pp | 97.91%-81.5pp |
| Employer contribution / active EE | $13,945 | $2,477+462.9% | $3,558+291.9% | $2,405+479.7% |
| Participant deferral / active EE | $14,446 | $6,944+108.0% | $6,563+120.1% | $4,131+249.7% |
| Admin fee / account holder | $44 | $130-65.9% | $7,295-99.4% | $170-73.8% |