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) | $47,778 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,420 |
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.
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 | $23,750 | $58,101-59.1% | $118,925-80.0% | $73,409-67.6% |
| Participation rate | 56.7% | 56.1%+0.5pp | 75.4%-18.7pp | 72.2%-15.5pp |
| Annual return | 15.30% | 20.56%-5.3pp | 35.88%-20.6pp | 59.29%-44.0pp |
| Employer contribution / active EE | $217 | $1,445-85.0% | $3,263-93.4% | $2,234-90.3% |
| Participant deferral / active EE | $1,552 | $2,400-35.3% | $4,265-63.6% | $3,805-59.2% |
| Admin fee / account holder | $236 | $138+70.9% | $6,581-96.4% | $158+49.5% |