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.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $34,846 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
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 | $412,735 | $89,282+362.3% | $94,646+336.1% | $74,419+454.6% |
| Participation rate | 97.6% | 82.4%+15.1pp | 80.8%+16.7pp | 70.7%+26.8pp |
| Annual return | 19.58% | 25.96%-6.4pp | 156.71%-137.1pp | 34.38%-14.8pp |
| Employer contribution / active EE | $14,874 | $3,022+392.1% | $3,672+305.1% | $2,637+464.0% |
| Participant deferral / active EE | $16,803 | $8,425+99.4% | $7,418+126.5% | $4,528+271.1% |
| Admin fee / account holder | $63 | $219-71.1% | $7,231-99.1% | $348-81.9% |