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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $761,467 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,308 | $78,044+13.2% | $91,220-3.2% | $78,044+13.2% |
| Participation rate | 95.1% | 74.4%+20.6pp | 73.2%+21.9pp | 74.4%+20.6pp |
| Annual return | -17.23% | 10.87%-28.1pp | 114.01%-131.2pp | 10.87%-28.1pp |
| Employer contribution / active EE | $2,406 | $3,125-23.0% | $2,850-15.6% | $3,125-23.0% |
| Participant deferral / active EE | $5,005 | $5,084-1.6% | $4,234+18.2% | $5,084-1.6% |
| Admin fee / account holder | $75 | $79-4.6% | $5,420-98.6% | $79-4.6% |