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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $398,435 |
MERCER2+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 26 · EIN 13-2834414 | Advisory (Participants) | $114,900 |
MERCER3+ years Service code 16 · EIN 61-0736136 | Consulting | $25,320 |
Service code 10 · EIN 43-1847695 | Accounting | $16,789 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,366 | $96,458+91.1% | $136,294+35.3% | $77,958+136.5% |
| Participation rate | 97.3% | 75.4%+21.9pp | 81.9%+15.4pp | 71.6%+25.7pp |
| Annual return | 15.21% | 23.78%-8.6pp | 5155.94%-5140.7pp | 20.87%-5.7pp |
| Employer contribution / active EE | $1,983 | $3,144-36.9% | $4,695-57.8% | $2,310-14.2% |
| Participant deferral / active EE | $8,776 | $5,902+48.7% | $6,247+40.5% | $3,537+148.2% |
| Admin fee / account holder | $103 | $80+28.5% | $9,243-98.9% | $97+6.2% |