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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $188,540 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,848 | $50,127-0.6% | $149,673-66.7% | $80,160-37.8% |
| Participation rate | 92.7% | 64.3%+28.4pp | 78.8%+14.0pp | 72.9%+19.8pp |
| Annual return | 33.07% | 29.82%+3.3pp | 134.42%-101.3pp | 40.38%-7.3pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $4,818-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $4,151 | $3,194+30.0% | $5,680-26.9% | $5,017-17.3% |
| Admin fee / account holder | $67 | $153-55.8% | $13,210-99.5% | $145-53.5% |