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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $213,101 |
TROUTMAN SANDERS LLP2+ years Filed as: TROUTMAN SANDERS Service code 29 · EIN 58-0946915 | Legal | $77,734 |
CROWE LLP2+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 58-0946915 | Accounting | $15,450 |
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 | $81,132 | $80,211+1.1% | $74,183+9.4% | $63,975+26.8% |
| Participation rate | 93.8% | 84.2%+9.7pp | 76.6%+17.2pp | 71.1%+22.7pp |
| Annual return | 8.09% | 14.13%-6.0pp | 17.74%-9.6pp | 48.65%-40.6pp |
| Employer contribution / active EE | $1,881 | $2,553-26.3% | $2,370-20.6% | $2,182-13.8% |
| Participant deferral / active EE | $4,438 | $4,370+1.6% | $3,550+25.0% | $3,356+32.2% |
| Admin fee / account holder | $75 | $67+11.5% | $5,586-98.7% | $70+6.3% |