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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $214,561 |
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 | $133,318 | $107,045+24.5% | $108,745+22.6% | $63,975+108.4% |
| Participation rate | 98.4% | 81.9%+16.4pp | 77.7%+20.7pp | 71.1%+27.2pp |
| Annual return | 8.88% | 18.14%-9.3pp | 46.22%-37.3pp | 48.65%-39.8pp |
| Employer contribution / active EE | $4,535 | $2,651+71.1% | $3,323+36.5% | $2,182+107.9% |
| Participant deferral / active EE | $6,931 | $4,292+61.5% | $5,121+35.3% | $3,356+106.5% |
| Admin fee / account holder | $63 | $67-6.8% | $6,144-99.0% | $70-11.1% |