Filed January 16, 1998
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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $436,152 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $315,579 |
MERCER11+ years Service code 26 · EIN 13-2834414 | Advisory (Participants) | $129,357 |
Filed as: CBIZ ADVISORS, LLC Service code 15 · EIN 34-1846498 | Recordkeeping | $35,918 |
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 | $253,593 | $145,877+73.8% | $150,045+69.0% | $102,872+146.5% |
| Participation rate | 98.1% | 79.8%+18.2pp | 82.3%+15.7pp | 73.0%+25.0pp |
| Annual return | 16.20% | 21.37%-5.2pp | 62.55%-46.4pp | 19.06%-2.9pp |
| Employer contribution / active EE | $2,823 | $4,710-40.1% | $4,693-39.8% | $3,526-19.9% |
| Participant deferral / active EE | $11,139 | $9,491+17.4% | $7,997+39.3% | $5,535+101.3% |
| Admin fee / account holder | $135 | $176-23.3% | $13,435-99.0% | $292-53.9% |