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.3+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $2,564,882 |
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 | $190,643 | $79,240+140.6% | $117,854+61.8% | $80,976+135.4% |
| Participation rate | 95.1% | 68.1%+27.0pp | 79.7%+15.5pp | 68.3%+26.9pp |
| Annual return | 19.61% | 34.09%-14.5pp | 335.08%-315.5pp | 22.91%-3.3pp |
| Employer contribution / active EE | $0 | $2,142-100.0% | $3,786-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $5,675 | $3,102+83.0% | $4,482+26.6% | $3,848+47.5% |
| Admin fee / account holder | $82 | $65+26.2% | $8,020-99.0% | $67+21.6% |