Filed January 12, 2004
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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $477,893 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $446,235 |
CHARLES SCHWAB & CO., INC.2 years Service code 99 | Other Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,205 | $182,927-39.8% | $200,582-45.1% | $117,739-6.4% |
| Participation rate | 98.5% | 92.5%+6.0pp | 86.9%+11.6pp | 76.6%+21.8pp |
| Annual return | 19.07% | 15.76%+3.3pp | 42.33%-23.3pp | 17.29%+1.8pp |
| Employer contribution / active EE | $4,801 | $5,985-19.8% | $6,419-25.2% | $3,746+28.2% |
| Participant deferral / active EE | $8,338 | $9,711-14.1% | $9,331-10.6% | $6,128+36.1% |
| Admin fee / account holder | $110 | $95+15.4% | $16,305-99.3% | $112-2.1% |