Filed February 26, 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 | $375,576 |
K&L GATES1 year Filed as: K & L GATES, LLP Service code 16 · EIN 25-0921018 | Consulting | $41,565 |
Filed as: WILLIS TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $38,881 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN Service code 10 · EIN 56-0747981 | Accounting | $14,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $91,528 | $88,730+3.2% | $82,313+11.2% | $77,958+17.4% |
| Participation rate | 97.5% | 84.5%+12.9pp | 76.9%+20.6pp | 71.6%+25.8pp |
| Annual return | 20.68% | 20.88%-0.2pp | 25.88%-5.2pp | 20.87%-0.2pp |
| Employer contribution / active EE | $8,252 | $2,758+199.2% | $2,428+239.8% | $2,310+257.2% |
| Participant deferral / active EE | $8,918 | $4,634+92.4% | $3,706+140.6% | $3,537+152.2% |
| Admin fee / account holder | $87 | $74+17.4% | $5,608-98.5% | $97-10.8% |