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 LLC2 years Filed as: LEGACY 401K PARTNERS Service code 31 · EIN 46-3938291 | Named fiduciary | $24,000 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,938 |
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 | $176,127 | $69,159+154.7% | $125,175+40.7% | $67,579+160.6% |
| Participation rate | 98.6% | 78.2%+20.3pp | 79.8%+18.8pp | 71.3%+27.3pp |
| Annual return | 23.72% | 27.12%-3.4pp | 43.79%-20.1pp | 378.56%-354.8pp |
| Employer contribution / active EE | $3,899 | $2,023+92.7% | $3,865+0.9% | $2,148+81.5% |
| Participant deferral / active EE | $8,459 | $3,700+128.7% | $4,937+71.4% | $3,539+139.0% |
| Admin fee / account holder | $105 | $142-25.9% | $9,702-98.9% | $142-26.2% |