Filed November 4, 2004
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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $985 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,393 | $48,576-68.3% | $169,463-90.9% | $56,287-72.7% |
| Participation rate | 72.3% | 65.8%+6.4pp | 77.8%-5.5pp | 69.9%+2.4pp |
| Annual return | -8.17% | -2.51%-5.7pp | 1.83%-10.0pp | -9.96%+1.8pp |
| Employer contribution / active EE | $767 | $1,559-50.8% | $4,159-81.6% | $2,111-63.7% |
| Participant deferral / active EE | $1,920 | $3,275-41.4% | $5,277-63.6% | $3,350-42.7% |
| Admin fee / account holder | $7 | $435-98.5% | $9,109-99.9% | $521-98.7% |