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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $356,656 |
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 | $66,051 | $74,462-11.3% | $81,983-19.4% | $90,288-26.8% |
| Participation rate | 98.2% | 69.7%+28.5pp | 69.2%+29.0pp | 73.4%+24.9pp |
| Annual return | 15.00% | 17.56%-2.6pp | 41.31%-26.3pp | 53.97%-39.0pp |
| Employer contribution / active EE | $2,176 | $2,334-6.8% | $2,498-12.9% | $2,524-13.8% |
| Participant deferral / active EE | $6,684 | $3,602+85.5% | $3,722+79.6% | $4,232+57.9% |
| Admin fee / account holder | $53 | $98-46.1% | $5,664-99.1% | $114-53.7% |