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) | $30,435 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,976 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,320 | $124,414-82.1% | $115,157-80.6% | $67,579-67.0% |
| Participation rate | 53.0% | 58.1%-5.1pp | 75.9%-22.9pp | 71.3%-18.3pp |
| Annual return | 22.24% | 29.40%-7.2pp | 35.60%-13.4pp | 378.56%-356.3pp |
| Employer contribution / active EE | $12 | $1,454-99.2% | $3,179-99.6% | $2,148-99.4% |
| Participant deferral / active EE | $1,517 | $2,331-34.9% | $4,168-63.6% | $3,539-57.1% |
| Admin fee / account holder | $171 | $361-52.7% | $7,088-97.6% | $142+20.2% |