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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $126,472 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $97,167 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $146,621 | $120,057+22.1% | $75,696+93.7% | $93,030+57.6% |
| Participation rate | 55.9% | 77.3%-21.4pp | 74.8%-18.9pp | 73.9%-18.0pp |
| Annual return | 19.00% | 19.62%-0.6pp | 104.53%-85.5pp | 158.70%-139.7pp |
| Employer contribution / active EE | $478 | $3,253-85.3% | $2,743-82.6% | $2,706-82.3% |
| Participant deferral / active EE | $4,388 | $4,089+7.3% | $3,821+14.8% | $4,562-3.8% |
| Admin fee / account holder | $68 | $81-17.1% | $3,619-98.1% | $152-55.5% |