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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $84,481 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $25,547 |
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 | $216,179 | $185,342+16.6% | $111,297+94.2% | $86,799+149.1% |
| Participation rate | 92.1% | 81.0%+11.1pp | 77.3%+14.8pp | 72.3%+19.8pp |
| Annual return | 12.76% | 500.80%-488.0pp | 54.65%-41.9pp | 97.91%-85.1pp |
| Employer contribution / active EE | $8,477 | $2,246+277.4% | $2,731+210.4% | $2,405+252.4% |
| Participant deferral / active EE | $9,117 | $4,458+104.5% | $4,487+103.2% | $4,131+120.7% |
| Admin fee / account holder | $150 | $255-41.2% | $7,964-98.1% | $170-11.5% |