Filed January 9, 2002
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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,598 |
TFS ADVISORY SERVICES2+ years Service code 27 · EIN 22-2825878 | Advisory (Plan) | $18,405 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,191 | $23,385+16.3% | $69,182-60.7% | $57,658-52.8% |
| Participation rate | 57.2% | 37.9%+19.3pp | 55.1%+2.1pp | 70.2%-13.0pp |
| Annual return | 4.67% | -659.34%+664.0pp | -21.93%+26.6pp | 5.13%-0.5pp |
| Employer contribution / active EE | $216 | $422-48.9% | $1,206-82.1% | $1,974-89.1% |
| Participant deferral / active EE | $1,171 | $843+39.0% | $1,897-38.2% | $3,061-61.7% |
| Admin fee / account holder | $146 | $82+77.7% | $2,697-94.6% | $95+54.4% |