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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $198,433 |
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 | $47,850 | $89,274-46.4% | $149,718-68.0% | $77,958-38.6% |
| Participation rate | 93.8% | 87.6%+6.2pp | 87.1%+6.8pp | 71.6%+22.2pp |
| Annual return | 20.15% | 20.36%-0.2pp | 1501.63%-1481.5pp | 20.87%-0.7pp |
| Employer contribution / active EE | $2,918 | $3,727-21.7% | $5,445-46.4% | $2,310+26.3% |
| Participant deferral / active EE | $4,775 | $5,382-11.3% | $6,569-27.3% | $3,537+35.0% |
| Admin fee / account holder | $37 | $240-84.7% | $11,283-99.7% | $97-62.3% |