Filed June 21, 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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $380,973 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $26,506 |
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 | $80,511 | $94,876-15.1% | $82,389-2.3% | $102,872-21.7% |
| Participation rate | 96.3% | 70.6%+25.7pp | 69.5%+26.8pp | 73.0%+23.3pp |
| Annual return | 15.57% | 17.83%-2.3pp | 28.67%-13.1pp | 19.06%-3.5pp |
| Employer contribution / active EE | $3,056 | $3,789-19.4% | $2,517+21.4% | $3,526-13.3% |
| Participant deferral / active EE | $7,868 | $4,496+75.0% | $4,155+89.4% | $5,535+42.2% |
| Admin fee / account holder | $50 | $214-76.6% | $7,231-99.3% | $292-82.8% |