Filed October 18, 2004
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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,300 |
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 | $10,275 | $25,165-59.2% | $73,545-86.0% | $77,958-86.8% |
| Participation rate | 99.0% | 36.6%+62.4pp | 54.9%+44.0pp | 71.6%+27.3pp |
| Annual return | 23.79% | 18.12%+5.7pp | -15.16%+38.9pp | 20.87%+2.9pp |
| Employer contribution / active EE | $1,749 | $395+342.3% | $1,219+43.5% | $2,310-24.3% |
| Participant deferral / active EE | $2,922 | $898+225.5% | $1,806+61.8% | $3,537-17.4% |
| Admin fee / account holder | $2 | $76-97.4% | $2,320-99.9% | $97-98.0% |