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 Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $3,834 |
THE VANGUARD GROUP, INC.3+ years Service code 99 | Other Fees | $0 |
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 | $119,119 | $51,466+131.5% | $78,778+51.2% | $62,292+91.2% |
| Participation rate | 97.1% | 59.8%+37.3pp | 69.2%+27.9pp | 69.5%+27.6pp |
| Annual return | 15.79% | 19.96%-4.2pp | 35.62%-19.8pp | 28.90%-13.1pp |
| Employer contribution / active EE | $8,430 | $827+919.0% | $1,986+324.6% | $2,042+312.8% |
| Participant deferral / active EE | $2,475 | $2,147+15.3% | $2,958-16.3% | $3,169-21.9% |
| Admin fee / account holder | $27 | $489-94.5% | $5,134-99.5% | $479-94.4% |