Filed June 26, 2005 (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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $34,605 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,668 |
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 | $214,626 | $89,248+140.5% | $136,007+57.8% | $74,495+188.1% |
| Participation rate | 93.0% | 69.4%+23.6pp | 76.5%+16.5pp | 67.2%+25.8pp |
| Annual return | 9.13% | 22.76%-13.6pp | 579.32%-570.2pp | 1364.94%-1355.8pp |
| Employer contribution / active EE | $9,853 | $2,838+247.2% | $4,217+133.7% | $2,623+275.6% |
| Participant deferral / active EE | $12,032 | $4,598+161.7% | $7,025+71.3% | $4,346+176.9% |
| Admin fee / account holder | $90 | $1,545-94.2% | $6,858-98.7% | $1,942-95.4% |