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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $195,488 |
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 | $47,425 | $82,546-42.5% | $140,016-66.1% | $75,289-37.0% |
| Participation rate | 95.8% | 88.4%+7.5pp | 87.5%+8.3pp | 72.4%+23.4pp |
| Annual return | -4.17% | -0.36%-3.8pp | 651.12%-655.3pp | -0.04%-4.1pp |
| Employer contribution / active EE | $3,251 | $3,856-15.7% | $5,606-42.0% | $2,405+35.2% |
| Participant deferral / active EE | $5,370 | $5,731-6.3% | $6,927-22.5% | $3,739+43.6% |
| Admin fee / account holder | $34 | $86-59.9% | $10,705-99.7% | $102-66.4% |