Filed March 26, 1999 (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 | $42,560 |
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 | $158,181 | $88,122+79.5% | $141,162+12.1% | $67,579+134.1% |
| Participation rate | 88.7% | 76.5%+12.3pp | 82.5%+6.3pp | 71.3%+17.4pp |
| Annual return | 24.60% | 75.40%-50.8pp | 71.39%-46.8pp | 378.56%-354.0pp |
| Employer contribution / active EE | $4,007 | $3,224+24.3% | $4,735-15.4% | $2,148+86.6% |
| Participant deferral / active EE | $8,242 | $5,958+38.3% | $6,709+22.8% | $3,539+132.9% |
| Admin fee / account holder | $63 | $131-51.7% | $10,261-99.4% | $142-55.6% |