Filed October 18, 2004 (most recent of 2 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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $449,151 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $216,205 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES Service code 16 · EIN 13-2638166 | Consulting | $91,912 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $75,566 | $129,756-41.8% | $169,993-55.5% | $103,482-27.0% |
| Participation rate | 97.3% | 91.3%+6.0pp | 87.0%+10.3pp | 73.3%+24.0pp |
| Annual return | 25.42% | 20.17%+5.3pp | 53.37%-27.9pp | 33.11%-7.7pp |
| Employer contribution / active EE | $3,114 | $5,236-40.5% | $6,785-54.1% | $3,208-2.9% |
| Participant deferral / active EE | $4,072 | $8,283-50.8% | $10,408-60.9% | $5,207-21.8% |
| Admin fee / account holder | $112 | $73+53.6% | $12,815-99.1% | $114-2.0% |