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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $190,655 |
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 | $153,020 | $80,354+90.4% | $133,980+14.2% | $63,975+139.2% |
| Participation rate | 99.8% | 87.5%+12.3pp | 87.1%+12.7pp | 71.1%+28.6pp |
| Annual return | 9.48% | 13.11%-3.6pp | 29.30%-19.8pp | 48.65%-39.2pp |
| Employer contribution / active EE | $14,228 | $3,503+306.1% | $5,211+173.0% | $2,182+552.2% |
| Participant deferral / active EE | $12,604 | $5,239+140.6% | $6,282+100.6% | $3,356+275.5% |
| Admin fee / account holder | $58 | $69-16.8% | $9,324-99.4% | $70-18.1% |