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 |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $737,396 |
Service code 99 | Other Fees | $0 |
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 | $126,472 | $99,062+27.7% | $97,226+30.1% | $99,062+27.7% |
| Participation rate | 94.1% | 71.6%+22.5pp | 72.7%+21.4pp | 71.6%+22.5pp |
| Annual return | 15.88% | 17.66%-1.8pp | 75.13%-59.3pp | 17.66%-1.8pp |
| Employer contribution / active EE | $2,508 | $3,262-23.1% | $2,729-8.1% | $3,262-23.1% |
| Participant deferral / active EE | $6,034 | $5,331+13.2% | $4,264+41.5% | $5,331+13.2% |
| Admin fee / account holder | $81 | $109-25.9% | $5,654-98.6% | $109-25.9% |