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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $306,122 |
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 | $60,977 | $65,292-6.6% | $71,671-14.9% | $77,958-21.8% |
| Participation rate | 97.5% | 67.4%+30.1pp | 68.7%+28.8pp | 71.6%+25.9pp |
| Annual return | 17.11% | 21.25%-4.1pp | 20.65%-3.5pp | 20.87%-3.8pp |
| Employer contribution / active EE | $2,881 | $2,085+38.2% | $2,460+17.1% | $2,310+24.7% |
| Participant deferral / active EE | $5,561 | $3,008+84.9% | $3,438+61.8% | $3,537+57.3% |
| Admin fee / account holder | $50 | $84-41.3% | $5,558-99.1% | $97-49.1% |