Filed May 18, 2001 (most recent of 6 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 | $1,400 |
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 | $85,615 | $69,305+23.5% | $82,313+4.0% | $69,631+23.0% |
| Participation rate | 98.2% | 80.3%+17.9pp | 76.9%+21.3pp | 70.7%+27.5pp |
| Annual return | 18.43% | 21.47%-3.0pp | 25.88%-7.4pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $0 | $1,887-100.0% | $2,428-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $5,498 | $3,568+54.1% | $3,706+48.4% | $3,224+70.6% |
| Admin fee / account holder | $1 | $97-98.7% | $5,608-100.0% | $110-98.9% |