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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,039 |
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 | $182,700 | $73,404+148.9% | $87,100+109.8% | $67,579+170.4% |
| Participation rate | 89.5% | 80.9%+8.7pp | 76.9%+12.7pp | 71.3%+18.3pp |
| Annual return | 26.51% | 48.29%-21.8pp | 28.19%-1.7pp | 378.56%-352.0pp |
| Employer contribution / active EE | $6,145 | $2,014+205.1% | $2,521+143.7% | $2,148+186.1% |
| Participant deferral / active EE | $12,144 | $3,913+210.4% | $4,049+200.0% | $3,539+243.1% |
| Admin fee / account holder | $18 | $142-87.5% | $7,497-99.8% | $142-87.6% |