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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $89,012 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $132,178 | $88,730+49.0% | $82,313+60.6% | $77,958+69.6% |
| Participation rate | 97.9% | 84.5%+13.4pp | 76.9%+21.0pp | 71.6%+26.2pp |
| Annual return | 18.31% | 20.88%-2.6pp | 25.88%-7.6pp | 20.87%-2.6pp |
| Employer contribution / active EE | $3,840 | $2,758+39.2% | $2,428+58.1% | $2,310+66.2% |
| Participant deferral / active EE | $5,423 | $4,634+17.0% | $3,706+46.3% | $3,537+53.3% |
| Admin fee / account holder | $37 | $74-50.7% | $5,608-99.3% | $97-62.5% |