Filed April 28, 1995
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 9-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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,575 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $162,849 | $89,808+81.3% | $100,383+62.2% | $77,671+109.7% |
| Participation rate | 98.7% | 81.2%+17.5pp | 81.5%+17.2pp | 70.6%+28.2pp |
| Annual return | 15.35% | 20.62%-5.3pp | 49.26%-33.9pp | 31.21%-15.9pp |
| Employer contribution / active EE | $6,465 | $3,039+112.8% | $3,944+63.9% | $2,726+137.1% |
| Participant deferral / active EE | $11,366 | $8,284+37.2% | $8,086+40.6% | $4,648+144.5% |
| Admin fee / account holder | $5 | $174-97.0% | $7,900-99.9% | $430-98.8% |