Filed July 22, 2003 (most recent of 2 filings on file)
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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $700 |
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 | $236,684 | $56,640+317.9% | $80,975+192.3% | $57,658+310.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 11.58% | 19.97%-8.4pp | 17.10%-5.5pp | 5.13%+6.5pp |
| Employer contribution / active EE | $11,787 | $2,085+465.3% | $3,714+217.3% | $1,974+497.2% |
| Participant deferral / active EE | $11,946 | $4,944+141.6% | $5,696+109.7% | $3,061+290.3% |
| Admin fee / account holder | $1 | $87-98.3% | $5,516-100.0% | $95-98.4% |