Filed September 2, 2005
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) | $237,425 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $189,640 |
Service code 99 | Other Fees | $0 |
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 | $245,386 | $112,623+117.9% | $106,213+131.0% | $199,593+22.9% |
| Participation rate | 98.6% | 86.2%+12.3pp | 75.3%+23.3pp | 72.0%+26.6pp |
| Annual return | 12.54% | 15.57%-3.0pp | 116.14%-103.6pp | 34.25%-21.7pp |
| Employer contribution / active EE | $9,674 | $4,575+111.5% | $3,171+205.0% | $3,034+218.8% |
| Participant deferral / active EE | $11,746 | $6,659+76.4% | $5,016+134.2% | $5,087+130.9% |
| Admin fee / account holder | $126 | $107+18.1% | $11,033-98.9% | $269-53.0% |