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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $69,220 |
THE VANGUARD GROUP, INC.2+ years Filed as: THE VANGUARD GROUP, INC Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,485 | $80,354+13.9% | $133,980-31.7% | $63,975+43.0% |
| Participation rate | 97.6% | 87.5%+10.0pp | 87.1%+10.5pp | 71.1%+26.4pp |
| Annual return | 12.05% | 13.11%-1.1pp | 29.30%-17.2pp | 48.65%-36.6pp |
| Employer contribution / active EE | $5,271 | $3,503+50.5% | $5,211+1.1% | $2,182+141.6% |
| Participant deferral / active EE | $6,491 | $5,239+23.9% | $6,282+3.3% | $3,356+93.4% |
| Admin fee / account holder | $21 | $69-69.2% | $9,324-99.8% | $70-69.7% |