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.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $24,574 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,765 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,002 | $58,290+392.4% | $98,442+191.5% | $86,799+230.6% |
| Participation rate | 99.1% | 68.3%+30.8pp | 73.3%+25.8pp | 72.3%+26.8pp |
| Annual return | 13.53% | 43.48%-30.0pp | 1492.73%-1479.2pp | 97.91%-84.4pp |
| Employer contribution / active EE | $17,204 | $2,008+756.9% | $2,960+481.3% | $2,405+615.2% |
| Participant deferral / active EE | $11,898 | $3,152+277.4% | $4,276+178.2% | $4,131+188.0% |
| Admin fee / account holder | $36 | $138-74.0% | $5,949-99.4% | $170-78.8% |