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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $322,498 |
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 | $67,825 | $110,699-38.7% | $177,821-61.9% | $90,288-24.9% |
| Participation rate | 98.7% | 88.3%+10.3pp | 87.7%+10.9pp | 73.4%+25.3pp |
| Annual return | 20.68% | 22.79%-2.1pp | 48.32%-27.6pp | 53.97%-33.3pp |
| Employer contribution / active EE | $3,756 | $4,118-8.8% | $5,918-36.5% | $2,524+48.8% |
| Participant deferral / active EE | $6,441 | $6,731-4.3% | $7,714-16.5% | $4,232+52.2% |
| Admin fee / account holder | $53 | $90-41.3% | $12,427-99.6% | $114-53.7% |