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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $128,418 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $126,479 |
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 | $114,149 | $113,293+0.8% | $67,511+69.1% | $199,768-42.9% |
| Participation rate | 94.2% | 73.3%+20.8pp | 72.9%+21.3pp | 72.0%+22.2pp |
| Annual return | 22.58% | 15.88%+6.7pp | 3517.41%-3494.8pp | 34.26%-11.7pp |
| Employer contribution / active EE | $34 | $3,401-99.0% | $2,733-98.8% | $3,037-98.9% |
| Participant deferral / active EE | $9,380 | $4,159+125.5% | $4,000+134.5% | $5,090+84.3% |
| Admin fee / account holder | $78 | $103-23.5% | $3,999-98.0% | $269-70.9% |