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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $527,159 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $271,762 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,829 | $120,450+101.6% | $159,436+52.3% | $93,030+161.0% |
| Participation rate | 97.2% | 78.0%+19.2pp | 82.8%+14.4pp | 73.9%+23.3pp |
| Annual return | 15.56% | 27.11%-11.5pp | 263.57%-248.0pp | 158.70%-143.1pp |
| Employer contribution / active EE | $2,707 | $3,526-23.2% | $4,829-44.0% | $2,7060% |
| Participant deferral / active EE | $10,174 | $7,283+39.7% | $7,352+38.4% | $4,562+123.0% |
| Admin fee / account holder | $140 | $137+2.2% | $10,799-98.7% | $152-7.9% |