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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $326,975 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $273,377 |
MERCER1 year Filed as: MERCER (US) INC Service code 26 · EIN 13-2834414 | Advisory (Participants) | $133,527 |
Filed as: MAYER HOFFMAN MCCANN,P.C. Service code 15 · EIN 43-1947695 | Recordkeeping | $32,588 |
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 | $198,256 | $95,388+107.8% | $125,339+58.2% | $77,904+154.5% |
| Participation rate | 97.5% | 78.6%+18.9pp | 82.4%+15.1pp | 73.7%+23.8pp |
| Annual return | -12.71% | 116.19%-128.9pp | 572.05%-584.8pp | 12.21%-24.9pp |
| Employer contribution / active EE | $2,730 | $3,666-25.6% | $4,814-43.3% | $2,848-4.1% |
| Participant deferral / active EE | $9,958 | $7,711+29.1% | $7,446+33.7% | $4,806+107.2% |
| Admin fee / account holder | $128 | $119+7.5% | $10,010-98.7% | $133-3.6% |