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 LLC3 years Filed as: LEGACY 401K PARTNERS Service code 31 · EIN 46-3938291 | Named fiduciary | $32,000 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,610 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,353 | $78,419+156.8% | $133,956+50.3% | $73,409+174.3% |
| Participation rate | 98.9% | 78.6%+20.3pp | 79.8%+19.1pp | 72.2%+26.8pp |
| Annual return | 20.19% | 33.35%-13.2pp | 45.09%-24.9pp | 59.29%-39.1pp |
| Employer contribution / active EE | $3,887 | $2,044+90.2% | $3,919-0.8% | $2,234+74.0% |
| Participant deferral / active EE | $8,671 | $3,925+120.9% | $5,048+71.8% | $3,805+127.9% |
| Admin fee / account holder | $121 | $161-24.8% | $8,927-98.6% | $158-23.1% |