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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,295 |
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 | $22,637 | $59,159-61.7% | $159,960-85.8% | $66,914-66.2% |
| Participation rate | 85.8% | 68.1%+17.7pp | 78.0%+7.8pp | 69.8%+16.0pp |
| Annual return | -16.66% | -12.26%-4.4pp | 408.60%-425.3pp | 1.58%-18.2pp |
| Employer contribution / active EE | $1,139 | $1,983-42.5% | $4,226-73.0% | $2,544-55.2% |
| Participant deferral / active EE | $2,589 | $4,395-41.1% | $6,182-58.1% | $4,237-38.9% |
| Admin fee / account holder | $40 | $591-93.2% | $8,698-99.5% | $593-93.2% |