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.4+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $4,118 |
THE VANGUARD GROUP, INC.4+ 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 | $107,166 | $42,548+151.9% | $74,550+43.8% | $56,287+90.4% |
| Participation rate | 98.6% | 60.5%+38.1pp | 69.1%+29.5pp | 69.9%+28.7pp |
| Annual return | -5.64% | 12.40%-18.0pp | 32.53%-38.2pp | -9.96%+4.3pp |
| Employer contribution / active EE | $3,575 | $855+318.1% | $1,961+82.3% | $2,111+69.4% |
| Participant deferral / active EE | $2,512 | $2,277+10.3% | $3,108-19.2% | $3,350-25.0% |
| Admin fee / account holder | $27 | $467-94.2% | $5,060-99.5% | $521-94.8% |