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.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $31,466 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,935 |
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 | $213,857 | $60,607+252.9% | $189,557+12.8% | $86,799+146.4% |
| Participation rate | 97.7% | 68.9%+28.8pp | 78.4%+19.2pp | 72.3%+25.4pp |
| Annual return | 13.56% | 65.18%-51.6pp | 64.17%-50.6pp | 97.91%-84.3pp |
| Employer contribution / active EE | $4,390 | $1,626+170.0% | $4,412-0.5% | $2,405+82.5% |
| Participant deferral / active EE | $9,611 | $3,895+146.8% | $6,174+55.7% | $4,131+132.7% |
| Admin fee / account holder | $61 | $159-61.5% | $9,807-99.4% | $170-63.9% |