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 Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $2,480,443 |
STEIN FINANCIAL GROUP LLC2+ years Service code 16 · EIN 46-4103135 | Consulting | $8,750 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $166,204 | $79,480+109.1% | $108,579+53.1% | $329,111-49.5% |
| Participation rate | 95.8% | 72.0%+23.7pp | 79.6%+16.2pp | 67.9%+27.9pp |
| Annual return | 7.16% | 18.07%-10.9pp | -51.70%+58.9pp | 16.35%-9.2pp |
| Employer contribution / active EE | $0 | $2,317-100.0% | $3,758-100.0% | $2,303-100.0% |
| Participant deferral / active EE | $5,258 | $3,243+62.1% | $4,311+22.0% | $3,682+42.8% |
| Admin fee / account holder | $80 | $68+17.4% | $7,645-99.0% | $754-89.4% |