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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $413,563 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $176,881 |
CROWE LLP4 years Service code 99 · EIN 35-0921680 | Other Fees | $19,561 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,487 | $130,141-15.1% | $86,677+27.5% | $77,904+41.8% |
| Participation rate | 93.3% | 85.9%+7.3pp | 76.6%+16.7pp | 73.7%+19.6pp |
| Annual return | -39.90% | -12.75%-27.2pp | 35.91%-75.8pp | 12.21%-52.1pp |
| Employer contribution / active EE | $4,804 | $3,220+49.2% | $2,836+69.4% | $2,848+68.7% |
| Participant deferral / active EE | $10,448 | $5,757+81.5% | $4,656+124.4% | $4,806+117.4% |
| Admin fee / account holder | $252 | $132+91.5% | $7,493-96.6% | $133+90.4% |