Filed October 1, 2002
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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,785 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $141,082 | $65,118+116.7% | $76,768+83.8% | $55,725+153.2% |
| Participation rate | 87.6% | 79.6%+8.0pp | 77.0%+10.6pp | 70.9%+16.8pp |
| Annual return | -5.26% | -1.27%-4.0pp | 2.43%-7.7pp | 244.93%-250.2pp |
| Employer contribution / active EE | $4,378 | $1,941+125.5% | $2,485+76.2% | $2,078+110.7% |
| Participant deferral / active EE | $10,684 | $3,688+189.7% | $3,852+177.4% | $3,356+218.4% |
| Admin fee / account holder | $16 | $116-86.0% | $6,675-99.8% | $115-85.9% |