Filed October 18, 2004
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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,755 |
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 | $38,533 | $65,263-41.0% | $90,223-57.3% | $55,191-30.2% |
| Participation rate | 93.0% | 79.0%+14.0pp | 79.0%+13.9pp | 69.2%+23.8pp |
| Annual return | -0.21% | 2.81%-3.0pp | 1.31%-1.5pp | 10.78%-11.0pp |
| Employer contribution / active EE | $2,010 | $4,153-51.6% | $4,378-54.1% | $1,899+5.8% |
| Participant deferral / active EE | $4,441 | $5,564-20.2% | $5,792-23.3% | $3,046+45.8% |
| Admin fee / account holder | $9 | $116-92.0% | $7,406-99.9% | $91-89.8% |