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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,256 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,727 | $56,972-70.6% | $182,532-90.8% | $65,185-74.3% |
| Participation rate | 77.1% | 66.5%+10.5pp | 78.0%-0.9pp | 70.2%+6.9pp |
| Annual return | 27.93% | 27.67%+0.3pp | 148.54%-120.6pp | 29.38%-1.5pp |
| Employer contribution / active EE | $848 | $1,615-47.5% | $4,076-79.2% | $2,177-61.1% |
| Participant deferral / active EE | $1,968 | $3,526-44.2% | $5,524-64.4% | $3,514-44.0% |
| Admin fee / account holder | $12 | $528-97.7% | $8,592-99.9% | $847-98.6% |