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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,171 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $363,637 | $78,781+361.6% | $100,516+261.8% | $73,409+395.4% |
| Participation rate | 98.5% | 80.0%+18.4pp | 79.4%+19.1pp | 72.2%+26.3pp |
| Annual return | 17.54% | 31.69%-14.1pp | 30.89%-13.4pp | 59.29%-41.8pp |
| Employer contribution / active EE | $13,822 | $2,420+471.2% | $3,418+304.4% | $2,234+518.8% |
| Participant deferral / active EE | $13,970 | $6,537+113.7% | $6,270+122.8% | $3,805+267.1% |
| Admin fee / account holder | $8 | $145-94.6% | $8,081-99.9% | $158-95.1% |