Filed January 2, 2003 (most recent of 2 filings on file)
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.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $3,670,834 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $801,497 |
CHARLES SCHWAB & CO., INC.2 years Service code 99 · EIN 94-1737782 | Other Fees | $217,290 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $365,856 | $142,480+156.8% | $93,063+293.1% | $142,480+156.8% |
| Participation rate | 99.5% | 76.2%+23.2pp | 72.1%+27.3pp | 76.2%+23.2pp |
| Annual return | 16.44% | 16.32%+0.1pp | 34.15%-17.7pp | 16.32%+0.1pp |
| Employer contribution / active EE | $7,025 | $3,867+81.6% | $2,476+183.7% | $3,867+81.6% |
| Participant deferral / active EE | $17,544 | $6,807+157.7% | $3,958+343.2% | $6,807+157.7% |
| Admin fee / account holder | $175 | $307-43.0% | $6,033-97.1% | $307-43.0% |