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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,356 |
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 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 | $108,137 | $138,427-21.9% | $97,995+10.3% | $69,631+55.3% |
| Participation rate | 99.5% | 90.0%+9.5pp | 82.4%+17.1pp | 70.7%+28.8pp |
| Annual return | 13.58% | 26.21%-12.6pp | 23.94%-10.4pp | 27571.02%-27557.4pp |
| Employer contribution / active EE | $2,892 | $4,858-40.5% | $4,158-30.4% | $2,032+42.3% |
| Participant deferral / active EE | $8,898 | $7,165+24.2% | $5,097+74.6% | $3,224+176.0% |
| Admin fee / account holder | $35 | $101-65.6% | $5,943-99.4% | $110-68.6% |