Filed December 12, 2003
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 | $13,465 |
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 | $131,472 | $64,119+105.0% | $112,228+17.1% | $66,914+96.5% |
| Participation rate | 98.6% | 68.5%+30.1pp | 75.1%+23.5pp | 69.8%+28.8pp |
| Annual return | -16.72% | -13.81%-2.9pp | 27.45%-44.2pp | 1.58%-18.3pp |
| Employer contribution / active EE | $2,052 | $3,005-31.7% | $3,635-43.5% | $2,544-19.3% |
| Participant deferral / active EE | $10,583 | $3,693+186.6% | $4,728+123.8% | $4,237+149.8% |
| Admin fee / account holder | $79 | $625-87.4% | $6,410-98.8% | $593-86.7% |