Filed July 10, 2002 (most recent of 2 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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $471,609 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $245,933 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $360,335 | $145,877+147.0% | $150,045+140.2% | $102,872+250.3% |
| Participation rate | 98.8% | 79.8%+18.9pp | 82.3%+16.4pp | 73.0%+25.7pp |
| Annual return | 14.50% | 21.37%-6.9pp | 62.55%-48.1pp | 19.06%-4.6pp |
| Employer contribution / active EE | $5,473 | $4,710+16.2% | $4,693+16.6% | $3,526+55.2% |
| Participant deferral / active EE | $12,613 | $9,491+32.9% | $7,997+57.7% | $5,535+127.9% |
| Admin fee / account holder | $181 | $176+3.1% | $13,435-98.7% | $292-38.0% |