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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $558,712 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $450,868 |
COOK STREET CONSULTING3 years Service code 16 · EIN 84-0854432 | Consulting | $88,952 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $130,086 | $84,000+54.9% | $119,609+8.8% | $77,904+67.0% |
| Participation rate | 97.9% | 77.8%+20.1pp | 79.3%+18.7pp | 73.7%+24.2pp |
| Annual return | -18.95% | -11.59%-7.4pp | -14.97%-4.0pp | 12.21%-31.2pp |
| Employer contribution / active EE | $3,916 | $2,907+34.7% | $4,232-7.5% | $2,848+37.5% |
| Participant deferral / active EE | $10,056 | $4,705+113.7% | $5,602+79.5% | $4,806+109.2% |
| Admin fee / account holder | $122 | $116+5.4% | $10,323-98.8% | $133-7.9% |