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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $735,505 |
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 | $107,543 | $103,482+3.9% | $95,745+12.3% | $103,482+3.9% |
| Participation rate | 94.6% | 73.3%+21.3pp | 72.3%+22.3pp | 73.3%+21.3pp |
| Annual return | 19.28% | 33.11%-13.8pp | 28.35%-9.1pp | 33.11%-13.8pp |
| Employer contribution / active EE | $2,722 | $3,208-15.2% | $2,835-4.0% | $3,208-15.2% |
| Participant deferral / active EE | $5,574 | $5,207+7.0% | $4,245+31.3% | $5,207+7.0% |
| Admin fee / account holder | $76 | $114-33.0% | $5,678-98.7% | $114-33.0% |