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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $431,484 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $368,046 |
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 | $92,036 | $145,516-36.8% | $184,203-50.0% | $99,062-7.1% |
| Participation rate | 98.5% | 90.3%+8.3pp | 86.8%+11.7pp | 71.6%+26.9pp |
| Annual return | 14.71% | 21.23%-6.5pp | 28.81%-14.1pp | 17.66%-2.9pp |
| Employer contribution / active EE | $4,723 | $5,354-11.8% | $6,427-26.5% | $3,262+44.8% |
| Participant deferral / active EE | $7,985 | $8,423-5.2% | $9,131-12.6% | $5,331+49.8% |
| Admin fee / account holder | $99 | $78+27.0% | $13,901-99.3% | $109-9.5% |