Filed February 20, 2002
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 | $5,248 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,622 | $54,237+327.1% | $90,281+156.6% | $67,579+242.7% |
| Participation rate | 99.4% | 68.6%+30.8pp | 73.3%+26.1pp | 71.3%+28.1pp |
| Annual return | 21.19% | 37.27%-16.1pp | 78.10%-56.9pp | 378.56%-357.4pp |
| Employer contribution / active EE | $13,374 | $1,846+624.5% | $2,854+368.5% | $2,148+522.7% |
| Participant deferral / active EE | $9,429 | $2,625+259.2% | $3,885+142.7% | $3,539+166.4% |
| Admin fee / account holder | $4 | $123-96.7% | $5,351-99.9% | $142-97.1% |