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.4+ years Service code 16 · EIN 23-1945930 | Consulting | $7,465 |
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 | $171,355 | $82,546+107.6% | $140,016+22.4% | $75,289+127.6% |
| Participation rate | 99.6% | 88.4%+11.3pp | 87.5%+12.1pp | 72.4%+27.2pp |
| Annual return | -4.50% | -0.36%-4.1pp | 651.12%-655.6pp | -0.04%-4.5pp |
| Employer contribution / active EE | $13,851 | $3,856+259.2% | $5,606+147.1% | $2,405+475.9% |
| Participant deferral / active EE | $12,343 | $5,731+115.4% | $6,927+78.2% | $3,739+230.2% |
| Admin fee / account holder | $1 | $86-98.4% | $10,705-100.0% | $102-98.6% |