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 | $386,658 |
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 | $100,099 | $43,110+132.2% | $156,549-36.1% | $65,292+53.3% |
| Participation rate | 80.1% | 69.3%+10.8pp | 84.0%-3.9pp | 72.4%+7.7pp |
| Annual return | 7.16% | 11.24%-4.1pp | 32.23%-25.1pp | 11.84%-4.7pp |
| Employer contribution / active EE | $4,380 | $1,702+157.3% | $5,501-20.4% | $2,302+90.3% |
| Participant deferral / active EE | $2,815 | $2,520+11.7% | $4,871-42.2% | $3,579-21.3% |
| Admin fee / account holder | $45 | $47-5.3% | $13,027-99.7% | $57-22.0% |