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.3+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $176,193 |
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 | $41,072 | $56,095-26.8% | $178,490-77.0% | $90,288-54.5% |
| Participation rate | 97.9% | 65.6%+32.4pp | 81.9%+16.0pp | 73.4%+24.6pp |
| Annual return | 20.62% | 28.81%-8.2pp | 151.07%-130.5pp | 53.97%-33.3pp |
| Employer contribution / active EE | $3,224 | $1,572+105.0% | $5,011-35.7% | $2,524+27.7% |
| Participant deferral / active EE | $5,794 | $2,669+117.1% | $5,202+11.4% | $4,232+36.9% |
| Admin fee / account holder | $61 | $101-39.8% | $13,984-99.6% | $114-46.9% |