Filed October 18, 2004 (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) | $208,120 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $58,774 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS INC. Service code 16 · EIN 06-1397347 | Consulting | $55,813 |
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 | $170,369 | $122,693+38.9% | $184,203-7.5% | $199,593-14.6% |
| Participation rate | 98.3% | 86.8%+11.5pp | 86.8%+11.5pp | 72.0%+26.3pp |
| Annual return | 14.66% | 143.91%-129.3pp | 28.81%-14.2pp | 34.25%-19.6pp |
| Employer contribution / active EE | $8,374 | $4,584+82.7% | $6,427+30.3% | $3,034+176.0% |
| Participant deferral / active EE | $10,310 | $7,990+29.0% | $9,131+12.9% | $5,087+102.7% |
| Admin fee / account holder | $96 | $121-20.6% | $13,901-99.3% | $269-64.4% |