Filed February 2, 2000 (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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $53,934 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,126 | $88,515-32.1% | $162,163-62.9% | $67,579-11.0% |
| Participation rate | 94.5% | 86.8%+7.7pp | 87.6%+7.0pp | 71.3%+23.3pp |
| Annual return | 20.13% | 27.04%-6.9pp | 115.59%-95.5pp | 378.56%-358.4pp |
| Employer contribution / active EE | $0 | $3,563-100.0% | $5,614-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $4,397 | $5,724-23.2% | $7,298-39.8% | $3,539+24.2% |
| Admin fee / account holder | $59 | $124-52.4% | $10,843-99.5% | $142-58.6% |