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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $446,861 |
TROUTMAN SANDERS LLP2 years Service code 16 · EIN 58-0946915 | Consulting | $185,040 |
CROWE LLP1 year Filed as: CROWE HORWATH, LLP Service code 10 · EIN 35-0921680 | Accounting | $16,583 |
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 | $88,540 | $78,852+12.3% | $76,768+15.3% | $75,289+17.6% |
| Participation rate | 86.2% | 85.0%+1.3pp | 77.0%+9.3pp | 72.4%+13.8pp |
| Annual return | -3.70% | -1.29%-2.4pp | 2.43%-6.1pp | -0.04%-3.7pp |
| Employer contribution / active EE | $3,109 | $2,794+11.3% | $2,485+25.1% | $2,405+29.3% |
| Participant deferral / active EE | $5,114 | $4,800+6.6% | $3,852+32.8% | $3,739+36.8% |
| Admin fee / account holder | $171 | $79+116.6% | $6,675-97.4% | $102+67.3% |