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 |
|---|---|---|
LEGACY 401K PARTNERS LLC1 year Filed as: LEGACY 401K PARTNERS Service code 31 · EIN 46-3938291 | Named fiduciary | $20,088 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,473 |
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 | $143,261 | $62,267+130.1% | $110,238+30.0% | $55,725+157.1% |
| Participation rate | 99.3% | 78.1%+21.1pp | 79.8%+19.4pp | 70.9%+28.4pp |
| Annual return | -2.87% | -1.07%-1.8pp | 314.74%-317.6pp | 244.93%-247.8pp |
| Employer contribution / active EE | $3,738 | $1,941+92.6% | $3,826-2.3% | $2,078+79.9% |
| Participant deferral / active EE | $8,000 | $3,516+127.5% | $4,672+71.2% | $3,356+138.4% |
| Admin fee / account holder | $87 | $121-28.1% | $8,547-99.0% | $115-24.5% |