Filed October 18, 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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $46,028 |
Annual investment return 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 | $187,960 | $84,936+121.3% | $111,297+68.9% | $79,386+136.8% |
| Participation rate | 94.2% | 75.9%+18.3pp | 77.3%+16.9pp | 70.7%+23.5pp |
| Annual return | 11.79% | 17.45%-5.7pp | 54.65%-42.9pp | 116.85%-105.1pp |
| Employer contribution / active EE | $2,269 | $1,979+14.7% | $2,731-16.9% | $2,427-6.5% |
| Participant deferral / active EE | $8,602 | $3,888+121.2% | $4,487+91.7% | $4,046+112.6% |
| Admin fee / account holder | $141 | $537-73.7% | $7,964-98.2% | $626-77.5% |