Filed August 16, 1999 (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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $94,578 |
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 | $170,886 | $176,491-3.2% | $95,952+78.1% | $90,288+89.3% |
| Participation rate | 98.4% | 86.6%+11.8pp | 77.1%+21.3pp | 73.4%+25.0pp |
| Annual return | 15.49% | 20.14%-4.7pp | 91.61%-76.1pp | 53.97%-38.5pp |
| Employer contribution / active EE | $5,759 | $2,789+106.5% | $2,541+126.7% | $2,524+128.2% |
| Participant deferral / active EE | $7,609 | $5,340+42.5% | $4,167+82.6% | $4,232+79.8% |
| Admin fee / account holder | $62 | $154-59.6% | $6,795-99.1% | $114-45.5% |