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.6+ years Service code 16 · EIN 23-1945930 | Consulting | $2,350 |
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 | $86,449 | $79,519+8.7% | $95,952-9.9% | $73,409+17.8% |
| Participation rate | 99.4% | 81.2%+18.2pp | 77.1%+22.3pp | 72.2%+27.2pp |
| Annual return | 16.73% | 19.20%-2.5pp | 91.61%-74.9pp | 59.29%-42.6pp |
| Employer contribution / active EE | $1,086 | $2,048-47.0% | $2,541-57.3% | $2,234-51.4% |
| Participant deferral / active EE | $4,832 | $4,138+16.8% | $4,167+16.0% | $3,805+27.0% |
| Admin fee / account holder | $3 | $184-98.6% | $6,795-100.0% | $158-98.3% |