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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $443,072 |
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 | $305,930 | $134,045+128.2% | $80,019+282.3% | $75,289+306.3% |
| Participation rate | 98.5% | 85.8%+12.8pp | 75.8%+22.7pp | 72.4%+26.1pp |
| Annual return | -6.61% | -0.56%-6.0pp | 11.22%-17.8pp | -0.04%-6.6pp |
| Employer contribution / active EE | $11,201 | $3,492+220.7% | $2,468+353.9% | $2,405+365.7% |
| Participant deferral / active EE | $10,736 | $4,976+115.7% | $3,686+191.3% | $3,739+187.2% |
| Admin fee / account holder | $204 | $124+64.7% | $6,521-96.9% | $102+99.5% |