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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,874 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,273 | $86,791-12.1% | $115,037-33.7% | $59,188+28.9% |
| Participation rate | 97.2% | 72.8%+24.3pp | 81.4%+15.8pp | 69.4%+27.7pp |
| Annual return | -1.91% | 4.44%-6.4pp | 26.14%-28.1pp | 5.51%-7.4pp |
| Employer contribution / active EE | $3,845 | $2,950+30.4% | $4,608-16.5% | $2,098+83.3% |
| Participant deferral / active EE | $6,320 | $5,298+19.3% | $6,026+4.9% | $3,265+93.6% |
| Admin fee / account holder | $2 | $95-97.8% | $8,175-100.0% | $92-97.8% |