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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $70,079 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,072 | $111,608-33.6% | $177,821-58.3% | $73,409+0.9% |
| Participation rate | 95.5% | 87.9%+7.7pp | 87.7%+7.8pp | 72.2%+23.3pp |
| Annual return | 12.34% | 18.23%-5.9pp | 48.32%-36.0pp | 59.29%-46.9pp |
| Employer contribution / active EE | $0 | $3,796-100.0% | $5,918-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $5,642 | $6,199-9.0% | $7,714-26.9% | $3,805+48.3% |
| Admin fee / account holder | $85 | $166-48.5% | $12,427-99.3% | $158-46.0% |