Filed July 5, 2002 (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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,355 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $103,893 | $80,005+29.9% | $140,016-25.8% | $55,725+86.4% |
| Participation rate | 98.2% | 87.0%+11.2pp | 87.5%+10.7pp | 70.9%+27.3pp |
| Annual return | -3.06% | 0.46%-3.5pp | 651.12%-654.2pp | 244.93%-248.0pp |
| Employer contribution / active EE | $2,929 | $3,403-13.9% | $5,606-47.7% | $2,078+40.9% |
| Participant deferral / active EE | $4,900 | $5,264-6.9% | $6,927-29.3% | $3,356+46.0% |
| Admin fee / account holder | $10 | $116-91.6% | $10,705-99.9% | $115-91.5% |