Filed January 2, 2003 (most recent of 2 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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,575,814 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,133 | $43,466+394.9% | $99,443+116.3% | $89,569+140.2% |
| Participation rate | 95.1% | 41.5%+53.6pp | 73.8%+21.3pp | 69.6%+25.5pp |
| Annual return | 26.61% | 22.62%+4.0pp | 30.72%-4.1pp | 34.56%-7.9pp |
| Employer contribution / active EE | $5,306 | $788+573.6% | $2,540+108.9% | $2,584+105.3% |
| Participant deferral / active EE | $12,142 | $1,495+712.2% | $3,619+235.5% | $4,220+187.7% |
| Admin fee / account holder | $103 | $56+83.6% | $6,250-98.4% | $72+43.3% |