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.4+ years Service code 99 | Other Fees | $0 |
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 | $247,431 | $62,543+295.6% | $83,333+196.9% | $55,725+344.0% |
| Participation rate | 98.4% | 78.4%+20.0pp | 77.8%+20.6pp | 70.9%+27.5pp |
| Annual return | -3.62% | 14.85%-18.5pp | 10.63%-14.3pp | 244.93%-248.5pp |
| Employer contribution / active EE | $13,287 | $2,427+447.4% | $3,379+293.3% | $2,078+539.3% |
| Participant deferral / active EE | $13,151 | $5,682+131.4% | $5,565+136.3% | $3,356+291.9% |
| Admin fee / account holder | $0 | $103-100.0% | $7,510-100.0% | $115-100.0% |