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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $97,106 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $61,412 |
LCG ASSOCIATES, INC.1 year Filed as: LCG ASSOCIATES INC. Service code 27 · EIN 75-1680350 | Advisory (Plan) | $34,964 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,120 | $155,364+28.2% | $103,476+92.4% | $77,643+156.5% |
| Participation rate | 98.8% | 85.5%+13.3pp | 80.5%+18.3pp | 70.6%+28.2pp |
| Annual return | 12.60% | 19.02%-6.4pp | 23.90%-11.3pp | 31.24%-18.6pp |
| Employer contribution / active EE | $7,301 | $5,949+22.7% | $4,672+56.3% | $2,726+167.9% |
| Participant deferral / active EE | $13,895 | $8,482+63.8% | $6,623+109.8% | $4,647+199.0% |
| Admin fee / account holder | $187 | $503-62.8% | $9,413-98.0% | $430-56.5% |