Filed February 3, 2005 (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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $438,290 |
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 | $123,367 | $128,899-4.3% | $113,168+9.0% | $102,872+19.9% |
| Participation rate | 91.3% | 87.0%+4.3pp | 76.6%+14.7pp | 73.0%+18.2pp |
| Annual return | 18.24% | 15.88%+2.4pp | 24.27%-6.0pp | 19.06%-0.8pp |
| Employer contribution / active EE | $3,395 | $3,713-8.6% | $2,975+14.1% | $3,526-3.7% |
| Participant deferral / active EE | $5,420 | $6,787-20.1% | $5,107+6.1% | $5,535-2.1% |
| Admin fee / account holder | $83 | $129-36.0% | $12,068-99.3% | $292-71.7% |