Filed January 30, 1991
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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $207,965 |
TROUTMAN SANDERS LLP1+ years Filed as: TROUTMAN SANDERS Service code 29 · EIN 58-0946915 | Legal | $24,821 |
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 58-0946915 | Accounting | $15,300 |
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 | $77,416 | $71,957+7.6% | $67,652+14.4% | $59,188+30.8% |
| Participation rate | 84.7% | 82.7%+2.0pp | 75.7%+9.0pp | 69.4%+15.2pp |
| Annual return | -0.24% | 8.53%-8.8pp | 6625.04%-6625.3pp | 5.51%-5.7pp |
| Employer contribution / active EE | $1,552 | $2,432-36.2% | $2,266-31.5% | $2,098-26.0% |
| Participant deferral / active EE | $4,036 | $4,211-4.1% | $3,560+13.4% | $3,265+23.6% |
| Admin fee / account holder | $57 | $64-11.4% | $4,821-98.8% | $92-38.4% |