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.4+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $2,676,479 |
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 | $177,426 | $100,545+76.5% | $110,238+60.9% | $73,367+141.8% |
| Participation rate | 96.0% | 67.8%+28.2pp | 79.8%+16.2pp | 69.5%+26.5pp |
| Annual return | -0.13% | -1.49%+1.4pp | 314.74%-314.9pp | 173.45%-173.6pp |
| Employer contribution / active EE | $0 | $2,405-100.0% | $3,826-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $5,952 | $3,439+73.1% | $4,672+27.4% | $4,033+47.6% |
| Admin fee / account holder | $82 | $81+1.6% | $8,547-99.0% | $68+19.9% |