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 Service code 15 · EIN 23-1945930 | Recordkeeping | $844,591 |
COOK STREET CONSULTING2 years Filed as: COOK STREET CONSULTING INC. Service code 27 · EIN 84-0854432 | Advisory (Plan) | $59,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,935 | $69,744+47.6% | $110,238-6.6% | $68,904+49.4% |
| Participation rate | 98.4% | 83.4%+14.9pp | 79.8%+18.6pp | 74.1%+24.3pp |
| Annual return | -3.58% | -2.58%-1.0pp | 314.74%-318.3pp | 1.07%-4.7pp |
| Employer contribution / active EE | $3,038 | $2,204+37.8% | $3,826-20.6% | $2,540+19.6% |
| Participant deferral / active EE | $7,099 | $4,131+71.8% | $4,672+52.0% | $4,015+76.8% |
| Admin fee / account holder | $86 | $67+28.5% | $8,547-99.0% | $71+20.7% |