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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $114,875 |
Filed as: TOWERS WATSON INV SVCS INC Service code 27 · EIN 52-1868818 | Advisory (Plan) | $81,636 |
TROUTMAN SANDERS LLP3 years Service code 29 · EIN 58-0946915 | Legal | $35,242 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,164 | $185,342+54.9% | $111,297+158.0% | $86,799+230.8% |
| Participation rate | 94.7% | 81.0%+13.7pp | 77.3%+17.4pp | 72.3%+22.4pp |
| Annual return | 12.38% | 500.80%-488.4pp | 54.65%-42.3pp | 97.91%-85.5pp |
| Employer contribution / active EE | $50 | $2,246-97.8% | $2,731-98.2% | $2,405-97.9% |
| Participant deferral / active EE | $11,120 | $4,458+149.4% | $4,487+147.8% | $4,131+169.2% |
| Admin fee / account holder | $137 | $255-46.4% | $7,964-98.3% | $170-19.2% |