Filed July 27, 2001 (most recent of 6 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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,029,272 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $27,449 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $109,971 | $100,921+9.0% | $82,313+33.6% | $177,276-38.0% |
| Participation rate | 98.3% | 86.9%+11.4pp | 76.9%+21.4pp | 74.8%+23.5pp |
| Annual return | 19.96% | 20.33%-0.4pp | 25.88%-5.9pp | 21.25%-1.3pp |
| Employer contribution / active EE | $5,990 | $3,145+90.4% | $2,428+146.7% | $2,479+141.6% |
| Participant deferral / active EE | $5,061 | $5,192-2.5% | $3,706+36.6% | $3,881+30.4% |
| Admin fee / account holder | $82 | $64+27.5% | $5,608-98.5% | $154-46.9% |