Filed November 15, 2001 (most recent of 2 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 | $2,000 |
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 | $152,978 | $45,324+237.5% | $122,332+25.1% | $69,631+119.7% |
| Participation rate | 97.9% | 59.9%+38.0pp | 71.6%+26.3pp | 70.7%+27.3pp |
| Annual return | 16.80% | 25.35%-8.5pp | 30.27%-13.5pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $1,733 | $1,230+40.9% | $4,050-57.2% | $2,032-14.7% |
| Participant deferral / active EE | $8,153 | $2,367+244.5% | $3,287+148.1% | $3,224+152.9% |
| Admin fee / account holder | $4 | $87-95.6% | $5,478-99.9% | $110-96.5% |