Filed August 19, 1993
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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $286,071 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $172,928 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,449 | $122,693+138.4% | $184,203+58.8% | $199,593+46.5% |
| Participation rate | 99.7% | 86.8%+12.9pp | 86.8%+12.9pp | 72.0%+27.7pp |
| Annual return | 14.82% | 143.91%-129.1pp | 28.81%-14.0pp | 34.25%-19.4pp |
| Employer contribution / active EE | $17,292 | $4,584+277.2% | $6,427+169.0% | $3,034+469.9% |
| Participant deferral / active EE | $15,755 | $7,990+97.2% | $9,131+72.5% | $5,087+209.7% |
| Admin fee / account holder | $111 | $121-7.6% | $13,901-99.2% | $269-58.6% |