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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,942 |
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 | $23,593 | $62,132-62.0% | $185,823-87.3% | $73,488-67.9% |
| Participation rate | 80.8% | 67.8%+13.0pp | 78.0%+2.8pp | 70.7%+10.2pp |
| Annual return | 18.64% | 20.44%-1.8pp | 35.95%-17.3pp | 28.51%-9.9pp |
| Employer contribution / active EE | $1,015 | $1,681-39.6% | $4,087-75.2% | $2,270-55.3% |
| Participant deferral / active EE | $2,286 | $3,711-38.4% | $5,632-59.4% | $3,740-38.9% |
| Admin fee / account holder | $48 | $419-88.6% | $9,500-99.5% | $513-90.7% |