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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $188,354 |
Filed as: TOWERS WATSON INVESTMENT SERVICESI Service code 27 · EIN 52-1868818 | Advisory (Plan) | $80,228 |
TROUTMAN SANDERS LLP1 year Service code 29 · EIN 58-0946915 | Legal | $23,464 |
K&L GATES2 years Filed as: K&L GATES, LLP Service code 29 · EIN 25-0921018 | Legal | $21,622 |
ROCHELLE L WALD2 years Service code 16 · EIN 01-6464080 | Consulting | $12,000 |
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 | $218,417 | $73,404+197.6% | $87,100+150.8% | $67,579+223.2% |
| Participation rate | 94.5% | 80.9%+13.6pp | 76.9%+17.6pp | 71.3%+23.2pp |
| Annual return | 18.49% | 48.29%-29.8pp | 28.19%-9.7pp | 378.56%-360.1pp |
| Employer contribution / active EE | $3,410 | $2,014+69.3% | $2,521+35.2% | $2,148+58.8% |
| Participant deferral / active EE | $10,335 | $3,913+164.2% | $4,049+155.3% | $3,539+192.0% |
| Admin fee / account holder | $164 | $142+15.8% | $7,497-97.8% | $142+15.2% |