Filed October 18, 2004 (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 Service code 15 · EIN 23-1945930 | Recordkeeping | $181,260 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $121,031 |
Employer contribution per participant 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 | $108,465 | $113,293-4.3% | $67,511+60.7% | $199,768-45.7% |
| Participation rate | 95.5% | 73.3%+22.1pp | 72.9%+22.6pp | 72.0%+23.5pp |
| Annual return | 18.71% | 15.88%+2.8pp | 3517.41%-3498.7pp | 34.26%-15.5pp |
| Employer contribution / active EE | $329 | $3,401-90.3% | $2,733-87.9% | $3,037-89.2% |
| Participant deferral / active EE | $6,494 | $4,159+56.1% | $4,000+62.3% | $5,090+27.6% |
| Admin fee / account holder | $59 | $103-42.4% | $3,999-98.5% | $269-78.0% |