Filed December 22, 2000 (most recent of 3 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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $298,403 |
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 | $129,860 | $99,628+30.3% | $105,218+23.4% | $59,188+119.4% |
| Participation rate | 98.5% | 80.5%+18.1pp | 77.2%+21.3pp | 69.4%+29.1pp |
| Annual return | -49.90% | 3.21%-53.1pp | 5.33%-55.2pp | 5.51%-55.4pp |
| Employer contribution / active EE | $5,925 | $2,454+141.5% | $3,255+82.0% | $2,098+182.4% |
| Participant deferral / active EE | $9,767 | $4,189+133.1% | $4,867+100.7% | $3,265+199.2% |
| Admin fee / account holder | $93 | $62+49.3% | $6,992-98.7% | $92+1.1% |