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.5+ years Service code 16 · EIN 23-1945930 | Consulting | $2,900 |
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 | $73,392 | $73,4040% | $87,100-15.7% | $67,579+8.6% |
| Participation rate | 99.5% | 80.9%+18.6pp | 76.9%+22.6pp | 71.3%+28.2pp |
| Annual return | 21.56% | 48.29%-26.7pp | 28.19%-6.6pp | 378.56%-357.0pp |
| Employer contribution / active EE | $894 | $2,014-55.6% | $2,521-64.5% | $2,148-58.4% |
| Participant deferral / active EE | $5,185 | $3,913+32.5% | $4,049+28.1% | $3,539+46.5% |
| Admin fee / account holder | $3 | $142-98.2% | $7,497-100.0% | $142-98.2% |