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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $133,133 |
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 | $179,018 | $89,274+100.5% | $149,718+19.6% | $77,958+129.6% |
| Participation rate | 99.6% | 87.6%+12.0pp | 87.1%+12.5pp | 71.6%+27.9pp |
| Annual return | 18.34% | 20.36%-2.0pp | 1501.63%-1483.3pp | 20.87%-2.5pp |
| Employer contribution / active EE | $13,376 | $3,727+258.9% | $5,445+145.7% | $2,310+478.9% |
| Participant deferral / active EE | $11,650 | $5,382+116.5% | $6,569+77.4% | $3,537+229.4% |
| Admin fee / account holder | $39 | $240-83.9% | $11,283-99.7% | $97-60.4% |