Filed April 26, 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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,975 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,350 | $45,382-46.3% | $154,107-84.2% | $75,289-67.7% |
| Participation rate | 93.9% | 65.9%+28.0pp | 83.0%+10.9pp | 72.4%+21.5pp |
| Annual return | -4.30% | -0.47%-3.8pp | 735.12%-739.4pp | -0.04%-4.3pp |
| Employer contribution / active EE | $2,210 | $1,533+44.2% | $5,298-58.3% | $2,405-8.1% |
| Participant deferral / active EE | $2,773 | $2,384+16.3% | $5,081-45.4% | $3,739-25.8% |
| Admin fee / account holder | $6 | $89-92.7% | $13,411-100.0% | $102-93.7% |