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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $131,686 |
Filed as: TOWERS WATSON INV SERVICES INC Service code 27 · EIN 52-1868818 | Advisory (Plan) | $79,684 |
TROUTMAN SANDERS LLP2 years Service code 29 · EIN 58-0946915 | Legal | $21,041 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $252,091 | $79,519+217.0% | $95,952+162.7% | $73,409+243.4% |
| Participation rate | 95.9% | 81.2%+14.7pp | 77.1%+18.8pp | 72.2%+23.7pp |
| Annual return | 12.92% | 19.20%-6.3pp | 91.61%-78.7pp | 59.29%-46.4pp |
| Employer contribution / active EE | $1,231 | $2,048-39.9% | $2,541-51.5% | $2,234-44.9% |
| Participant deferral / active EE | $9,865 | $4,138+138.4% | $4,167+136.8% | $3,805+159.2% |
| Admin fee / account holder | $128 | $184-30.7% | $6,795-98.1% | $158-19.1% |