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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $435,097 |
MERCER3+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 · EIN 13-2834414 | Advisory (Plan) | $55,312 |
MAYER HOFFMAN MCCANN P.C.2 years Service code 10 · EIN 43-1947695 | Accounting | $35,777 |
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 | $169,099 | $88,874+90.3% | $123,544+36.9% | $75,289+124.6% |
| Participation rate | 96.9% | 75.9%+21.1pp | 82.3%+14.6pp | 72.4%+24.5pp |
| Annual return | -3.33% | 4.22%-7.6pp | 119.20%-122.5pp | -0.04%-3.3pp |
| Employer contribution / active EE | $2,334 | $3,256-28.3% | $4,628-49.6% | $2,405-3.0% |
| Participant deferral / active EE | $8,732 | $6,174+41.4% | $6,426+35.9% | $3,739+133.6% |
| Admin fee / account holder | $92 | $95-2.4% | $9,284-99.0% | $102-9.8% |