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 8-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 Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $144,000 |
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 | $36,148 | $47,456-23.8% | $172,739-79.1% | $77,787-53.5% |
| Participation rate | 97.9% | 66.3%+31.6pp | 82.6%+15.3pp | 73.2%+24.7pp |
| Annual return | 23.90% | 35.57%-11.7pp | 802.84%-778.9pp | 32.57%-8.7pp |
| Employer contribution / active EE | $2,940 | $1,574+86.8% | $5,143-42.8% | $2,504+17.4% |
| Participant deferral / active EE | $5,322 | $2,560+107.9% | $5,198+2.4% | $3,967+34.2% |
| Admin fee / account holder | $58 | $81-27.7% | $13,954-99.6% | $100-41.6% |