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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $670,485 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $217,771 | $100,921+115.8% | $82,313+164.6% | $177,276+22.8% |
| Participation rate | 96.5% | 86.9%+9.5pp | 76.9%+19.6pp | 74.8%+21.6pp |
| Annual return | 15.49% | 20.33%-4.8pp | 25.88%-10.4pp | 21.25%-5.8pp |
| Employer contribution / active EE | $6,139 | $3,145+95.2% | $2,428+152.8% | $2,479+147.6% |
| Participant deferral / active EE | $6,425 | $5,192+23.8% | $3,706+73.4% | $3,881+65.6% |
| Admin fee / account holder | $97 | $64+50.6% | $5,608-98.3% | $154-37.3% |