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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,305 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,944 | $72,448-29.7% | $118,746-57.1% | $69,631-26.8% |
| Participation rate | 90.9% | 79.7%+11.2pp | 78.3%+12.6pp | 70.7%+20.2pp |
| Annual return | 10.39% | 19.06%-8.7pp | 24.54%-14.2pp | 27571.02%-27560.6pp |
| Employer contribution / active EE | $1,797 | $3,771-52.3% | $4,193-57.1% | $2,032-11.6% |
| Participant deferral / active EE | $4,141 | $4,943-16.2% | $5,332-22.3% | $3,224+28.5% |
| Admin fee / account holder | $14 | $99-85.5% | $10,720-99.9% | $110-87.0% |