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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $485,628 |
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 | $139,753 | $118,101+18.3% | $106,387+31.4% | $75,289+85.6% |
| Participation rate | 98.4% | 81.4%+17.0pp | 77.5%+20.9pp | 72.4%+26.0pp |
| Annual return | -3.88% | -2.42%-1.5pp | 0.25%-4.1pp | -0.04%-3.8pp |
| Employer contribution / active EE | $4,805 | $2,880+66.8% | $3,520+36.5% | $2,405+99.8% |
| Participant deferral / active EE | $7,664 | $4,681+63.7% | $5,421+41.4% | $3,739+105.0% |
| Admin fee / account holder | $148 | $85+75.5% | $7,510-98.0% | $102+45.0% |