Filed December 12, 2003
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 | $3,598 |
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 | $154,277 | $69,362+122.4% | $101,248+52.4% | $73,488+109.9% |
| Participation rate | 97.5% | 68.4%+29.2pp | 75.8%+21.7pp | 70.7%+26.9pp |
| Annual return | 16.49% | 18.46%-2.0pp | 46.47%-30.0pp | 28.51%-12.0pp |
| Employer contribution / active EE | $2,494 | $2,628-5.1% | $3,660-31.8% | $2,270+9.9% |
| Participant deferral / active EE | $11,246 | $3,300+240.8% | $4,370+157.3% | $3,740+200.7% |
| Admin fee / account holder | $24 | $704-96.6% | $5,945-99.6% | $513-95.3% |