Filed January 12, 2004
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 | $82,140 |
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 | $38,696 | $80,354-51.8% | $133,980-71.1% | $63,975-39.5% |
| Participation rate | 93.1% | 87.5%+5.6pp | 87.1%+6.1pp | 71.1%+22.0pp |
| Annual return | 11.21% | 13.11%-1.9pp | 29.30%-18.1pp | 48.65%-37.4pp |
| Employer contribution / active EE | $2,554 | $3,503-27.1% | $5,211-51.0% | $2,182+17.1% |
| Participant deferral / active EE | $4,353 | $5,239-16.9% | $6,282-30.7% | $3,356+29.7% |
| Admin fee / account holder | $13 | $69-80.9% | $9,324-99.9% | $70-81.2% |