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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $211,658 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $125,968 |
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 | $366,731 | $136,266+169.1% | $90,749+304.1% | $77,904+370.7% |
| Participation rate | 97.9% | 86.6%+11.2pp | 75.7%+22.2pp | 73.7%+24.2pp |
| Annual return | -18.41% | -11.32%-7.1pp | -12.16%-6.2pp | 12.21%-30.6pp |
| Employer contribution / active EE | $11,943 | $4,215+183.4% | $2,921+308.9% | $2,848+319.4% |
| Participant deferral / active EE | $12,659 | $6,353+99.3% | $4,564+177.4% | $4,806+163.4% |
| Admin fee / account holder | $170 | $399-57.4% | $8,445-98.0% | $133+28.2% |