Filed May 25, 1995 (most recent of 2 filings on file)
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 | $1,480 |
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 | $269,606 | $82,978+224.9% | $129,995+107.4% | $71,457+277.3% |
| Participation rate | 98.7% | 74.1%+24.6pp | 78.5%+20.2pp | 67.9%+30.7pp |
| Annual return | 17.26% | 20.60%-3.3pp | -137.18%+154.4pp | 28.85%-11.6pp |
| Employer contribution / active EE | $5,069 | $2,622+93.4% | $4,320+17.3% | $2,588+95.9% |
| Participant deferral / active EE | $9,319 | $4,432+110.3% | $5,820+60.1% | $4,289+117.3% |
| Admin fee / account holder | $3 | $1,729-99.8% | $10,614-100.0% | $1,587-99.8% |