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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $302,849 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $228,526 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $62,972 | $119,153-47.2% | $151,611-58.5% | $78,044-19.3% |
| Participation rate | 98.5% | 92.5%+6.1pp | 87.5%+11.0pp | 74.4%+24.1pp |
| Annual return | -15.97% | -10.83%-5.1pp | 3.33%-19.3pp | 10.87%-26.8pp |
| Employer contribution / active EE | $3,866 | $5,298-27.0% | $6,166-37.3% | $3,125+23.7% |
| Participant deferral / active EE | $6,873 | $8,624-20.3% | $8,363-17.8% | $5,084+35.2% |
| Admin fee / account holder | $69 | $69-0.3% | $11,616-99.4% | $79-13.1% |