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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $418,357 |
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 | $339,171 | $90,410+275.1% | $91,001+272.7% | $77,958+335.1% |
| Participation rate | 98.3% | 86.4%+11.9pp | 75.6%+22.7pp | 71.6%+26.7pp |
| Annual return | 19.14% | 21.34%-2.2pp | 4.60%+14.5pp | 20.87%-1.7pp |
| Employer contribution / active EE | $10,783 | $3,392+217.9% | $2,456+339.1% | $2,310+366.7% |
| Participant deferral / active EE | $10,255 | $4,816+112.9% | $3,547+189.1% | $3,537+190.0% |
| Admin fee / account holder | $190 | $79+141.0% | $5,417-96.5% | $97+95.3% |