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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,932,060 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,323 | $49,890+435.8% | $104,607+155.5% | $106,222+151.7% |
| Participation rate | 96.3% | 45.0%+51.3pp | 74.1%+22.2pp | 70.8%+25.5pp |
| Annual return | 25.18% | 18.07%+7.1pp | 340.46%-315.3pp | 21.69%+3.5pp |
| Employer contribution / active EE | $5,591 | $809+590.9% | $2,681+108.6% | $2,723+105.3% |
| Participant deferral / active EE | $13,339 | $1,699+685.3% | $3,740+256.7% | $4,600+190.0% |
| Admin fee / account holder | $119 | $56+112.1% | $6,473-98.2% | $78+52.2% |