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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,080 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $120,656 | $88,515+36.3% | $162,163-25.6% | $67,579+78.5% |
| Participation rate | 97.9% | 86.8%+11.1pp | 87.6%+10.4pp | 71.3%+26.6pp |
| Annual return | 18.25% | 27.04%-8.8pp | 115.59%-97.3pp | 378.56%-360.3pp |
| Employer contribution / active EE | $3,251 | $3,563-8.8% | $5,614-42.1% | $2,148+51.4% |
| Participant deferral / active EE | $5,222 | $5,724-8.8% | $7,298-28.4% | $3,539+47.5% |
| Admin fee / account holder | $9 | $124-92.5% | $10,843-99.9% | $142-93.5% |