Filed September 28, 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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $586,307 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $491,039 |
COOK STREET CONSULTING5 years Service code 16 · EIN 84-0854432 | Consulting | $94,944 |
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 | $185,265 | $2,679,533-93.1% | $164,813+12.4% | $199,593-7.2% |
| Participation rate | 97.6% | 78.3%+19.3pp | 78.6%+19.0pp | 72.0%+25.6pp |
| Annual return | 15.67% | 17.93%-2.3pp | 69.93%-54.3pp | 34.25%-18.6pp |
| Employer contribution / active EE | $4,393 | $2,970+47.9% | $4,341+1.2% | $3,034+44.8% |
| Participant deferral / active EE | $11,732 | $5,010+134.2% | $6,031+94.5% | $5,087+130.6% |
| Admin fee / account holder | $145 | $1,982-92.7% | $12,690-98.9% | $269-45.9% |