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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $499,654 |
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 | $184,534 | $143,525+28.6% | $379,746-51.4% | $90,288+104.4% |
| Participation rate | 97.7% | 82.9%+14.7pp | 78.4%+19.2pp | 73.4%+24.3pp |
| Annual return | 16.31% | 18.97%-2.7pp | 34.90%-18.6pp | 53.97%-37.7pp |
| Employer contribution / active EE | $4,789 | $3,201+49.6% | $3,540+35.3% | $2,524+89.7% |
| Participant deferral / active EE | $7,736 | $5,231+47.9% | $6,024+28.4% | $4,232+82.8% |
| Admin fee / account holder | $154 | $100+53.5% | $7,927-98.1% | $114+35.1% |