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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $416,321 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $23,888 |
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 | $118,217 | $176,491-33.0% | $95,952+23.2% | $90,288+30.9% |
| Participation rate | 96.2% | 86.6%+9.7pp | 77.1%+19.2pp | 73.4%+22.9pp |
| Annual return | 12.65% | 20.14%-7.5pp | 91.61%-79.0pp | 53.97%-41.3pp |
| Employer contribution / active EE | $3,266 | $2,789+17.1% | $2,541+28.5% | $2,524+29.4% |
| Participant deferral / active EE | $6,704 | $5,340+25.5% | $4,167+60.9% | $4,232+58.4% |
| Admin fee / account holder | $119 | $154-22.8% | $6,795-98.2% | $114+4.3% |