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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $150,798 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $45,573 |
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 | $60,421 | $53,136+13.7% | $155,509-61.1% | $199,593-69.7% |
| Participation rate | 95.0% | 64.1%+30.9pp | 78.2%+16.8pp | 72.0%+23.0pp |
| Annual return | 13.46% | 41.15%-27.7pp | 64.67%-51.2pp | 34.25%-20.8pp |
| Employer contribution / active EE | $2,008 | $1,851+8.5% | $4,672-57.0% | $3,034-33.8% |
| Participant deferral / active EE | $4,422 | $3,161+39.9% | $5,626-21.4% | $5,087-13.1% |
| Admin fee / account holder | $77 | $185-58.6% | $15,912-99.5% | $269-71.5% |