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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $571,822 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $456,653 |
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 | $107,890 | $106,382+1.4% | $136,007-20.7% | $106,382+1.4% |
| Participation rate | 97.1% | 69.9%+27.3pp | 76.5%+20.7pp | 69.9%+27.3pp |
| Annual return | 16.86% | 17.37%-0.5pp | 579.32%-562.5pp | 17.37%-0.5pp |
| Employer contribution / active EE | $3,305 | $3,364-1.7% | $4,217-21.6% | $3,364-1.7% |
| Participant deferral / active EE | $10,501 | $5,569+88.6% | $7,025+49.5% | $5,569+88.6% |
| Admin fee / account holder | $70 | $79-11.6% | $6,858-99.0% | $79-11.6% |