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 Service code 15 · EIN 23-1945930 | Recordkeeping | $603,470 |
MERCER4+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 · EIN 13-2834414 | Advisory (Plan) | $56,589 |
Filed as: MAYER HOFFMAN MCCANN, P.C. Service code 10 · EIN 43-1947695 | Accounting | $21,551 |
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 | $193,251 | $101,523+90.4% | $141,162+36.9% | $77,787+148.4% |
| Participation rate | 96.7% | 77.4%+19.3pp | 82.5%+14.2pp | 73.2%+23.5pp |
| Annual return | 20.41% | 56.22%-35.8pp | 71.39%-51.0pp | 32.57%-12.2pp |
| Employer contribution / active EE | $2,556 | $3,341-23.5% | $4,735-46.0% | $2,504+2.1% |
| Participant deferral / active EE | $8,952 | $6,434+39.1% | $6,709+33.4% | $3,967+125.7% |
| Admin fee / account holder | $119 | $92+30.2% | $10,261-98.8% | $100+19.1% |