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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $422,209 |
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 | $363,269 | $96,403+276.8% | $93,606+288.1% | $77,787+367.0% |
| Participation rate | 98.5% | 87.6%+10.9pp | 75.8%+22.7pp | 73.2%+25.3pp |
| Annual return | 21.65% | 39.36%-17.7pp | 32.76%-11.1pp | 32.57%-10.9pp |
| Employer contribution / active EE | $11,353 | $3,616+214.0% | $2,718+317.7% | $2,504+353.3% |
| Participant deferral / active EE | $11,253 | $5,341+110.7% | $4,069+176.6% | $3,967+183.6% |
| Admin fee / account holder | $192 | $90+114.6% | $7,888-97.6% | $100+92.0% |