Filed September 15, 1992
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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $99,420 |
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 | $188,310 | $65,376+188.0% | $87,100+116.2% | $65,185+188.9% |
| Participation rate | 88.7% | 75.3%+13.3pp | 76.9%+11.8pp | 70.2%+18.5pp |
| Annual return | 17.87% | 31.27%-13.4pp | 28.19%-10.3pp | 29.38%-11.5pp |
| Employer contribution / active EE | $8,604 | $1,822+372.1% | $2,521+241.3% | $2,177+295.3% |
| Participant deferral / active EE | $9,015 | $3,388+166.0% | $4,049+122.7% | $3,514+156.6% |
| Admin fee / account holder | $135 | $520-73.9% | $7,497-98.2% | $847-84.0% |