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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $70,042 |
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 | $64,557 | $86,897-25.7% | $151,611-57.4% | $64,808-0.4% |
| Participation rate | 97.2% | 87.3%+10.0pp | 87.5%+9.7pp | 71.5%+25.8pp |
| Annual return | -13.61% | -3.57%-10.0pp | 3.33%-16.9pp | 32.82%-46.4pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $6,166-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $6,417 | $6,690-4.1% | $8,363-23.3% | $4,310+48.9% |
| Admin fee / account holder | $77 | $153-49.7% | $11,616-99.3% | $188-59.0% |