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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $59,705 |
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 | $32,948 | $48,072-31.5% | $182,532-81.9% | $77,787-57.6% |
| Participation rate | 92.7% | 64.3%+28.4pp | 78.0%+14.7pp | 73.2%+19.4pp |
| Annual return | 17.23% | 31.26%-14.0pp | 148.54%-131.3pp | 32.57%-15.3pp |
| Employer contribution / active EE | $1,228 | $1,453-15.5% | $4,076-69.9% | $2,504-51.0% |
| Participant deferral / active EE | $3,043 | $3,209-5.2% | $5,524-44.9% | $3,967-23.3% |
| Admin fee / account holder | $24 | $131-82.0% | $8,592-99.7% | $100-76.3% |