Filed March 7, 1997 (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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $373,973 |
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 | $296,416 | $82,279+260.3% | $77,999+280.0% | $63,975+363.3% |
| Participation rate | 98.6% | 84.7%+14.0pp | 75.5%+23.1pp | 71.1%+27.5pp |
| Annual return | 10.34% | 11.20%-0.9pp | 425.96%-415.6pp | 48.65%-38.3pp |
| Employer contribution / active EE | $10,285 | $3,297+212.0% | $2,470+316.4% | $2,182+371.4% |
| Participant deferral / active EE | $9,729 | $4,538+114.4% | $3,497+178.2% | $3,356+189.9% |
| Admin fee / account holder | $171 | $81+110.3% | $5,480-96.9% | $70+143.0% |