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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $283,255 |
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 | $56,509 | $95,776-41.0% | $162,163-65.2% | $77,787-27.4% |
| Participation rate | 97.2% | 88.6%+8.6pp | 87.6%+9.7pp | 73.2%+24.0pp |
| Annual return | 24.10% | 37.03%-12.9pp | 115.59%-91.5pp | 32.57%-8.5pp |
| Employer contribution / active EE | $3,330 | $3,874-14.0% | $5,614-40.7% | $2,504+32.9% |
| Participant deferral / active EE | $5,577 | $6,125-8.9% | $7,298-23.6% | $3,967+40.6% |
| Admin fee / account holder | $47 | $88-46.1% | $10,843-99.6% | $100-52.8% |