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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $485,608 |
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 | $429,781 | $105,190+308.6% | $98,907+334.5% | $90,288+376.0% |
| Participation rate | 98.3% | 86.4%+11.9pp | 76.0%+22.3pp | 73.4%+24.9pp |
| Annual return | 17.04% | 18.52%-1.5pp | 196.43%-179.4pp | 53.97%-36.9pp |
| Employer contribution / active EE | $12,301 | $3,831+221.1% | $2,689+357.5% | $2,524+387.3% |
| Participant deferral / active EE | $12,542 | $5,616+123.3% | $4,244+195.5% | $4,232+196.3% |
| Admin fee / account holder | $242 | $97+148.9% | $6,642-96.4% | $114+112.4% |