Filed April 15, 2005 (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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,280 |
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 | $170,583 | $46,966+263.2% | $185,117-7.9% | $69,631+145.0% |
| Participation rate | 99.0% | 65.3%+33.7pp | 77.3%+21.7pp | 70.7%+28.3pp |
| Annual return | 14.74% | 22.36%-7.6pp | 40.50%-25.8pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $3,375 | $1,360+148.1% | $4,182-19.3% | $2,032+66.1% |
| Participant deferral / active EE | $8,928 | $3,017+196.0% | $5,045+77.0% | $3,224+177.0% |
| Admin fee / account holder | $34 | $94-63.8% | $8,159-99.6% | $110-69.2% |