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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $369,588 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $277,476 |
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 | $78,922 | $129,756-39.2% | $169,993-53.6% | $103,482-23.7% |
| Participation rate | 98.9% | 91.3%+7.6pp | 87.0%+11.9pp | 73.3%+25.6pp |
| Annual return | 20.24% | 20.17%+0.1pp | 53.37%-33.1pp | 33.11%-12.9pp |
| Employer contribution / active EE | $4,449 | $5,236-15.0% | $6,785-34.4% | $3,208+38.7% |
| Participant deferral / active EE | $7,725 | $8,283-6.7% | $10,408-25.8% | $5,207+48.4% |
| Admin fee / account holder | $82 | $73+12.1% | $12,815-99.4% | $114-28.5% |