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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $238,512 |
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 | $147,529 | $117,734+25.3% | $115,752+27.5% | $77,958+89.2% |
| Participation rate | 98.4% | 82.0%+16.4pp | 77.8%+20.7pp | 71.6%+26.8pp |
| Annual return | 17.50% | 17.65%-0.2pp | 19.41%-1.9pp | 20.87%-3.4pp |
| Employer contribution / active EE | $4,648 | $2,736+69.9% | $3,492+33.1% | $2,310+101.2% |
| Participant deferral / active EE | $7,274 | $4,435+64.0% | $5,204+39.8% | $3,537+105.7% |
| Admin fee / account holder | $67 | $75-10.2% | $6,278-98.9% | $97-30.9% |