Filed November 9, 2005 (most recent of 3 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) | $980,142 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $579,675 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $250,021 | $93,462+167.5% | $164,813+51.7% | $99,062+152.4% |
| Participation rate | 97.5% | 79.9%+17.5pp | 78.6%+18.9pp | 71.6%+25.8pp |
| Annual return | 11.96% | 15.71%-3.8pp | 69.93%-58.0pp | 17.66%-5.7pp |
| Employer contribution / active EE | $5,116 | $3,099+65.1% | $4,341+17.9% | $3,262+56.8% |
| Participant deferral / active EE | $9,703 | $5,366+80.8% | $6,031+60.9% | $5,331+82.0% |
| Admin fee / account holder | $139 | $81+70.3% | $12,690-98.9% | $109+27.2% |