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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $32,294 |
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 | $144,082 | $76,670+87.9% | $96,683+49.0% | $71,457+101.6% |
| Participation rate | 98.8% | 66.6%+32.2pp | 74.3%+24.4pp | 67.9%+30.8pp |
| Annual return | 22.84% | 48.29%-25.5pp | 35.69%-12.9pp | 28.85%-6.0pp |
| Employer contribution / active EE | $3,778 | $3,031+24.6% | $3,737+1.1% | $2,588+46.0% |
| Participant deferral / active EE | $10,230 | $3,771+171.3% | $4,878+109.7% | $4,289+138.5% |
| Admin fee / account holder | $163 | $2,028-91.9% | $6,730-97.6% | $1,587-89.7% |