Filed December 5, 2000 (most recent of 8 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 Filed as: VANGUARD ADVISERS INC Service code 26 · EIN 23-2811930 | Advisory (Participants) | $775,348 |
THE VANGUARD GROUP, INC.10+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $234,140 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $275,222 | $96,188+186.1% | $76,002+262.1% | $99,061+177.8% |
| Participation rate | 98.3% | 72.7%+25.6pp | 69.1%+29.2pp | 71.6%+26.7pp |
| Annual return | 9.74% | 16.48%-6.7pp | 360.07%-350.3pp | 17.66%-7.9pp |
| Employer contribution / active EE | $5,239 | $3,167+65.4% | $2,688+94.9% | $3,261+60.7% |
| Participant deferral / active EE | $9,900 | $4,842+104.5% | $4,257+132.6% | $5,331+85.7% |
| Admin fee / account holder | $119 | $87+36.0% | $6,414-98.1% | $109+9.0% |