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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $101,937 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $31,232 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,999 | $44,626+27.7% | $86,188-33.9% | $80,160-28.9% |
| Participation rate | 95.0% | 63.5%+31.5pp | 69.0%+26.0pp | 72.9%+22.1pp |
| Annual return | 14.87% | 19.61%-4.7pp | 1168.45%-1153.6pp | 40.38%-25.5pp |
| Employer contribution / active EE | $1,121 | $1,099+2.0% | $2,380-52.9% | $2,978-62.3% |
| Participant deferral / active EE | $3,313 | $2,769+19.7% | $3,985-16.9% | $5,017-34.0% |
| Admin fee / account holder | $66 | $133-50.6% | $6,852-99.0% | $145-54.6% |