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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $2,801,688 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $818,686 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,339 | $48,447+381.6% | $91,220+155.8% | $89,394+161.0% |
| Participation rate | 99.5% | 46.5%+53.0pp | 73.2%+26.3pp | 71.3%+28.2pp |
| Annual return | -17.64% | -13.16%-4.5pp | 114.01%-131.7pp | -11.89%-5.8pp |
| Employer contribution / active EE | $6,500 | $1,115+482.7% | $2,850+128.1% | $3,022+115.1% |
| Participant deferral / active EE | $15,306 | $2,235+584.8% | $4,234+261.5% | $5,123+198.8% |
| Admin fee / account holder | $130 | $61+113.0% | $5,420-97.6% | $79+63.4% |