Filed April 27, 2001 (most recent of 3 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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $614,263 |
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 | $198,655 | $88,581+124.3% | $74,183+167.8% | $65,292+204.3% |
| Participation rate | 97.1% | 86.2%+10.9pp | 76.6%+20.5pp | 72.4%+24.7pp |
| Annual return | 15.00% | 11.72%+3.3pp | 17.74%-2.7pp | 11.84%+3.2pp |
| Employer contribution / active EE | $6,180 | $3,021+104.6% | $2,370+160.7% | $2,302+168.5% |
| Participant deferral / active EE | $6,382 | $4,898+30.3% | $3,550+79.8% | $3,579+78.3% |
| Admin fee / account holder | $92 | $60+53.5% | $5,586-98.4% | $57+60.0% |