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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $45,761 |
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 | $171,589 | $62,723+173.6% | $142,863+20.1% | $86,799+97.7% |
| Participation rate | 97.8% | 62.6%+35.3pp | 71.9%+25.9pp | 72.3%+25.6pp |
| Annual return | 16.56% | 17.62%-1.1pp | 5637.54%-5621.0pp | 97.91%-81.3pp |
| Employer contribution / active EE | $1,866 | $1,627+14.7% | $4,144-55.0% | $2,405-22.4% |
| Participant deferral / active EE | $9,136 | $3,039+200.6% | $3,837+138.1% | $4,131+121.2% |
| Admin fee / account holder | $107 | $140-23.0% | $6,560-98.4% | $170-36.6% |