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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $105,006 |
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 | $206,109 | $73,884+179.0% | $95,952+114.8% | - |
| Participation rate | 91.2% | 80.0%+11.2pp | 77.1%+14.1pp | - |
| Annual return | 11.10% | 11.13%0pp | 91.61%-80.5pp | - |
| Employer contribution / active EE | $8,506 | $1,782+377.4% | $2,541+234.7% | - |
| Participant deferral / active EE | $9,698 | $3,914+147.8% | $4,167+132.7% | - |
| Admin fee / account holder | $146 | $4,316-96.6% | $6,795-97.8% | - |