Filed March 18, 1996
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 | $58,309 |
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 | $51,871 | $38,833+33.6% | $78,778-34.2% | $77,958-33.5% |
| Participation rate | 96.9% | 60.9%+36.0pp | 69.2%+27.7pp | 71.6%+25.3pp |
| Annual return | 13.30% | 20.31%-7.0pp | 35.62%-22.3pp | 20.87%-7.6pp |
| Employer contribution / active EE | $965 | $840+14.9% | $1,986-51.4% | $2,310-58.2% |
| Participant deferral / active EE | $2,757 | $1,776+55.3% | $2,958-6.8% | $3,537-22.0% |
| Admin fee / account holder | $33 | $89-63.3% | $5,134-99.4% | $97-66.5% |