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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $70,576 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,040 | $168,231-69.1% | $67,834-23.3% | $63,975-18.7% |
| Participation rate | 97.9% | 66.8%+31.1pp | 68.8%+29.1pp | 71.1%+26.8pp |
| Annual return | 7.67% | 11.76%-4.1pp | 138.47%-130.8pp | 48.65%-41.0pp |
| Employer contribution / active EE | $3,047 | $1,907+59.8% | $2,403+26.8% | $2,182+39.7% |
| Participant deferral / active EE | $5,258 | $2,827+86.0% | $3,160+66.4% | $3,356+56.6% |
| Admin fee / account holder | $8 | $81-90.7% | $4,622-99.8% | $70-89.3% |