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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,963 |
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 | $118,183 | $127,481-7.3% | $149,696-21.1% | $90,288+30.9% |
| Participation rate | 95.9% | 78.2%+17.6pp | 82.5%+13.4pp | 73.4%+22.5pp |
| Annual return | 15.88% | 57.78%-41.9pp | 276.60%-260.7pp | 53.97%-38.1pp |
| Employer contribution / active EE | $3,705 | $3,448+7.5% | $4,644-20.2% | $2,524+46.8% |
| Participant deferral / active EE | $8,545 | $6,975+22.5% | $6,842+24.9% | $4,232+101.9% |
| Admin fee / account holder | $1 | $152-99.4% | $9,309-100.0% | $114-99.2% |