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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $456,928 |
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 | $247,390 | $110,699+123.5% | $177,821+39.1% | $90,288+174.0% |
| Participation rate | 99.3% | 88.3%+11.0pp | 87.7%+11.6pp | 73.4%+26.0pp |
| Annual return | 18.71% | 22.79%-4.1pp | 48.32%-29.6pp | 53.97%-35.3pp |
| Employer contribution / active EE | $14,965 | $4,118+263.4% | $5,918+152.9% | $2,524+492.9% |
| Participant deferral / active EE | $13,450 | $6,731+99.8% | $7,714+74.4% | $4,232+217.8% |
| Admin fee / account holder | $130 | $90+44.0% | $12,427-99.0% | $114+13.7% |