Filed October 18, 2004
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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $110,143 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $65,286 | $82,783-21.1% | $133,956-51.3% | $90,288-27.7% |
| Participation rate | 98.7% | 81.3%+17.5pp | 79.8%+18.9pp | 73.4%+25.4pp |
| Annual return | -1.91% | 21.89%-23.8pp | 45.09%-47.0pp | 53.97%-55.9pp |
| Employer contribution / active EE | $2,684 | $2,388+12.4% | $3,919-31.5% | $2,524+6.4% |
| Participant deferral / active EE | $4,464 | $4,291+4.0% | $5,048-11.6% | $4,232+5.5% |
| Admin fee / account holder | $34 | $93-63.1% | $8,927-99.6% | $114-69.9% |