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.3 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $55,956 |
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 | $68,552 | $204,517-66.5% | $69,455-1.3% | $77,787-11.9% |
| Participation rate | 73.6% | 74.6%-1.0pp | 74.6%-1.0pp | 73.2%+0.4pp |
| Annual return | 23.27% | 22.10%+1.2pp | 28.97%-5.7pp | 32.57%-9.3pp |
| Employer contribution / active EE | $628 | $3,548-82.3% | $2,779-77.4% | $2,504-74.9% |
| Participant deferral / active EE | $6,068 | $3,478+74.4% | $3,535+71.6% | $3,967+52.9% |
| Admin fee / account holder | $15 | $101-85.1% | $3,839-99.6% | $100-85.0% |