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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $524,970 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $501,133 |
COOK STREET CONSULTING4 years Service code 16 · EIN 84-0854432 | Consulting | $92,179 |
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 | $158,596 | $84,993+86.6% | $129,995+22.0% | $80,160+97.9% |
| Participation rate | 97.4% | 79.5%+17.9pp | 78.5%+18.9pp | 72.9%+24.5pp |
| Annual return | 20.99% | 23.76%-2.8pp | -137.18%+158.2pp | 40.38%-19.4pp |
| Employer contribution / active EE | $4,207 | $3,051+37.9% | $4,320-2.6% | $2,978+41.3% |
| Participant deferral / active EE | $11,075 | $4,984+122.2% | $5,820+90.3% | $5,017+120.7% |
| Admin fee / account holder | $128 | $391-67.1% | $10,614-98.8% | $145-11.4% |