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 Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $26,565 |
ALSTON & BIRD LLP1 year Service code 29 · EIN 58-0137615 | Legal | $18,248 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,544 | $92,091-46.2% | $62,995-21.4% | $77,958-36.4% |
| Participation rate | 75.8% | 74.5%+1.3pp | 74.8%+1.0pp | 71.6%+4.1pp |
| Annual return | 17.46% | 16.23%+1.2pp | 87.57%-70.1pp | 20.87%-3.4pp |
| Employer contribution / active EE | $599 | $3,424-82.5% | $2,759-78.3% | $2,310-74.1% |
| Participant deferral / active EE | $5,402 | $3,361+60.7% | $3,329+62.3% | $3,537+52.7% |
| Admin fee / account holder | $9 | $48-81.4% | $3,600-99.8% | $97-90.9% |