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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $100,396 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $26,900 |
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 | $100,395 | $72,254+38.9% | $86,677+15.8% | $64,808+54.9% |
| Participation rate | 97.2% | 80.4%+16.7pp | 76.6%+20.6pp | 71.5%+25.7pp |
| Annual return | -15.50% | 392.42%-407.9pp | 35.91%-51.4pp | 32.82%-48.3pp |
| Employer contribution / active EE | $5,426 | $2,393+126.8% | $2,836+91.3% | $2,506+116.5% |
| Participant deferral / active EE | $6,281 | $4,658+34.9% | $4,656+34.9% | $4,310+45.7% |
| Admin fee / account holder | $120 | $174-30.9% | $7,493-98.4% | $188-36.0% |