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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,219 |
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 | $240,783 | $185,342+29.9% | $111,297+116.3% | $86,799+177.4% |
| Participation rate | 90.0% | 81.0%+9.0pp | 77.3%+12.7pp | 72.3%+17.7pp |
| Annual return | 15.48% | 500.80%-485.3pp | 54.65%-39.2pp | 97.91%-82.4pp |
| Employer contribution / active EE | $6,228 | $2,246+177.3% | $2,731+128.1% | $2,405+158.9% |
| Participant deferral / active EE | $12,556 | $4,458+181.6% | $4,487+179.8% | $4,131+203.9% |
| Admin fee / account holder | $24 | $255-90.5% | $7,964-99.7% | $170-85.6% |