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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $111,051 |
TROUTMAN SANDERS LLP5 years Service code 29 · EIN 58-0946915 | Legal | $81,105 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS Service code 29 · EIN 44-0160260 | Legal | $31,050 |
Filed as: TOWERS WATSON INVESTMENT SVCS INC Service code 27 · EIN 52-1868818 | Advisory (Plan) | $20,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,471 | $99,078+132.6% | $96,544+138.7% | $74,419+209.7% |
| Participation rate | 94.5% | 80.7%+13.8pp | 76.0%+18.5pp | 70.7%+23.8pp |
| Annual return | 15.94% | 22.48%-6.5pp | 25.84%-9.9pp | 34.38%-18.4pp |
| Employer contribution / active EE | $4,327 | $2,570+68.4% | $2,965+45.9% | $2,637+64.1% |
| Participant deferral / active EE | $9,511 | $4,933+92.8% | $4,851+96.1% | $4,528+110.0% |
| Admin fee / account holder | $129 | $225-42.5% | $8,252-98.4% | $348-62.9% |