Filed January 28, 2005
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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,940 |
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 | $151,596 | $71,666+111.5% | $117,854+28.6% | $69,631+117.7% |
| Participation rate | 99.2% | 77.5%+21.7pp | 79.7%+19.6pp | 70.7%+28.6pp |
| Annual return | 18.10% | 18.86%-0.8pp | 335.08%-317.0pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $3,538 | $1,889+87.3% | $3,786-6.5% | $2,032+74.1% |
| Participant deferral / active EE | $7,819 | $3,340+134.1% | $4,482+74.5% | $3,224+142.5% |
| Admin fee / account holder | $27 | $120-77.9% | $8,020-99.7% | $110-76.0% |