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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,559 |
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 | $168,335 | $75,828+122.0% | $67,652+148.8% | - |
| Participation rate | 95.2% | 68.4%+26.8pp | 75.7%+19.5pp | - |
| Annual return | -0.80% | -0.25%-0.6pp | 6625.04%-6625.8pp | - |
| Employer contribution / active EE | $7,368 | $1,407+423.7% | $2,266+225.2% | - |
| Participant deferral / active EE | $4,544 | $2,505+81.4% | $3,560+27.7% | - |
| Admin fee / account holder | $48 | $8,125-99.4% | $4,821-99.0% | - |