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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $95,203 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $13,492 |
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 | $187,889 | $99,078+89.6% | $96,544+94.6% | $74,419+152.5% |
| Participation rate | 91.9% | 80.7%+11.2pp | 76.0%+15.9pp | 70.7%+21.2pp |
| Annual return | 15.05% | 22.48%-7.4pp | 25.84%-10.8pp | 34.38%-19.3pp |
| Employer contribution / active EE | $8,117 | $2,570+215.8% | $2,965+173.8% | $2,637+207.8% |
| Participant deferral / active EE | $8,341 | $4,933+69.1% | $4,851+71.9% | $4,528+84.2% |
| Admin fee / account holder | $136 | $225-39.3% | $8,252-98.3% | $348-60.8% |