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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $311,656 |
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 | $51,677 | $57,606-10.3% | $67,313-23.2% | $75,289-31.4% |
| Participation rate | 95.9% | 68.2%+27.7pp | 69.1%+26.8pp | 72.4%+23.5pp |
| Annual return | -3.80% | -0.47%-3.3pp | -4.08%+0.3pp | -0.04%-3.8pp |
| Employer contribution / active EE | $2,704 | $2,206+22.6% | $2,566+5.4% | $2,405+12.4% |
| Participant deferral / active EE | $4,900 | $3,195+53.4% | $3,568+37.3% | $3,739+31.1% |
| Admin fee / account holder | $46 | $83-44.6% | $4,507-99.0% | $102-55.2% |