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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,897 |
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 | $182,313 | $72,254+152.3% | $86,677+110.3% | $64,808+181.3% |
| Participation rate | 99.4% | 80.4%+19.0pp | 76.6%+22.8pp | 71.5%+27.9pp |
| Annual return | -16.34% | 392.42%-408.8pp | 35.91%-52.3pp | 32.82%-49.2pp |
| Employer contribution / active EE | $7,175 | $2,393+199.9% | $2,836+153.0% | $2,506+186.3% |
| Participant deferral / active EE | $13,350 | $4,658+186.6% | $4,656+186.8% | $4,310+209.7% |
| Admin fee / account holder | $27 | $174-84.3% | $7,493-99.6% | $188-85.5% |