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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $159,302 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $90,762 |
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 | $76,065 | $98,780-23.0% | $60,874+25.0% | $77,904-2.4% |
| Participation rate | 72.7% | 76.7%-3.9pp | 73.1%-0.4pp | 73.7%-0.9pp |
| Annual return | -14.67% | -11.56%-3.1pp | 16.90%-31.6pp | 12.21%-26.9pp |
| Employer contribution / active EE | $647 | $3,605-82.1% | $2,701-76.1% | $2,848-77.3% |
| Participant deferral / active EE | $6,720 | $4,200+60.0% | $3,817+76.1% | $4,806+39.8% |
| Admin fee / account holder | $72 | $89-18.3% | $3,224-97.8% | $133-45.4% |