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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $241,561 |
TROUTMAN SANDERS LLP1 year Service code 29 · EIN 58-0946915 | Legal | $25,258 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $89,280 | $88,730+0.6% | $82,313+8.5% | $77,958+14.5% |
| Participation rate | 94.2% | 84.5%+9.7pp | 76.9%+17.3pp | 71.6%+22.6pp |
| Annual return | 14.67% | 20.88%-6.2pp | 25.88%-11.2pp | 20.87%-6.2pp |
| Employer contribution / active EE | $2,038 | $2,758-26.1% | $2,428-16.1% | $2,310-11.8% |
| Participant deferral / active EE | $4,654 | $4,634+0.4% | $3,706+25.6% | $3,537+31.6% |
| Admin fee / account holder | $44 | $74-39.9% | $5,608-99.2% | $97-54.3% |