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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,225 |
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 | $101,955 | $185,342-45.0% | $111,297-8.4% | $86,799+17.5% |
| Participation rate | 99.7% | 81.0%+18.7pp | 77.3%+22.3pp | 72.3%+27.4pp |
| Annual return | 13.77% | 500.80%-487.0pp | 54.65%-40.9pp | 97.91%-84.1pp |
| Employer contribution / active EE | $796 | $2,246-64.6% | $2,731-70.9% | $2,405-66.9% |
| Participant deferral / active EE | $4,901 | $4,458+9.9% | $4,487+9.2% | $4,131+18.6% |
| Admin fee / account holder | $3 | $255-98.9% | $7,964-100.0% | $170-98.4% |