Filed January 28, 2002 (most recent of 4 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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $217,276 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,217 | $70,961-53.2% | $108,579-69.4% | $65,292-49.1% |
| Participation rate | 89.4% | 80.9%+8.4pp | 79.6%+9.8pp | 72.4%+16.9pp |
| Annual return | 7.35% | 10.24%-2.9pp | -51.70%+59.0pp | 11.84%-4.5pp |
| Employer contribution / active EE | $800 | $1,833-56.4% | $3,758-78.7% | $2,302-65.2% |
| Participant deferral / active EE | $2,072 | $3,662-43.4% | $4,311-51.9% | $3,579-42.1% |
| Admin fee / account holder | $25 | $43-42.1% | $7,645-99.7% | $57-57.0% |