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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $490,176 |
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 | $160,399 | $127,218+26.1% | $392,568-59.1% | $77,787+106.2% |
| Participation rate | 98.1% | 82.0%+16.1pp | 78.1%+20.0pp | 73.2%+24.9pp |
| Annual return | 21.69% | 25.27%-3.6pp | 24.42%-2.7pp | 32.57%-10.9pp |
| Employer contribution / active EE | $4,678 | $3,064+52.7% | $3,783+23.6% | $2,504+86.8% |
| Participant deferral / active EE | $7,516 | $4,820+55.9% | $5,985+25.6% | $3,967+89.5% |
| Admin fee / account holder | $150 | $89+68.3% | $6,260-97.6% | $100+49.7% |