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 |
|---|---|---|
Service code 27 · EIN 23-2748550 | Advisory (Plan) | $30,848 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,287 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,642 | $107,440-80.8% | $105,738-80.5% | $55,725-63.0% |
| Participation rate | 46.8% | 55.5%-8.7pp | 76.3%-29.5pp | 70.9%-24.0pp |
| Annual return | -4.51% | -0.59%-3.9pp | 6.27%-10.8pp | 244.93%-249.4pp |
| Employer contribution / active EE | $0 | $1,448-100.0% | $3,268-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,037 | $2,171-52.2% | $4,080-74.6% | $3,356-69.1% |
| Admin fee / account holder | $192 | $283-32.3% | $6,913-97.2% | $115+66.5% |