Filed June 12, 2001 (most recent of 2 filings on file)
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 | $13,681 |
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 | $86,789 | $80,005+8.5% | $140,016-38.0% | $55,725+55.7% |
| Participation rate | 70.8% | 87.0%-16.2pp | 87.5%-16.7pp | 70.9%-0.1pp |
| Annual return | -2.39% | 0.46%-2.8pp | 651.12%-653.5pp | 244.93%-247.3pp |
| Employer contribution / active EE | $0 | $3,403-100.0% | $5,606-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $8,098 | $5,264+53.8% | $6,927+16.9% | $3,356+141.3% |
| Admin fee / account holder | $42 | $116-63.6% | $10,705-99.6% | $115-63.4% |