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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $94,501 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $16,333 |
MEADEN & MOORE, LTD.2 years Filed as: MEADEN & MOORE Service code 10 · EIN 54-2084609 | Accounting | $14,700 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,888 | $87,870+193.5% | $113,168+127.9% | $74,304+247.1% |
| Participation rate | 89.4% | 70.7%+18.6pp | 76.6%+12.8pp | 60.3%+29.0pp |
| Annual return | 15.55% | 26.44%-10.9pp | 24.27%-8.7pp | 29.43%-13.9pp |
| Employer contribution / active EE | $6,173 | $2,277+171.1% | $2,975+107.5% | $2,241+175.4% |
| Participant deferral / active EE | $11,032 | $4,241+160.1% | $5,107+116.0% | $3,767+192.8% |
| Admin fee / account holder | $211 | $3,368-93.7% | $12,068-98.3% | $2,969-92.9% |