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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $127,403 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS Service code 29 · EIN 44-0160260 | Legal | $15,000 |
TROUTMAN SANDERS LLP6 years Service code 29 · EIN 58-0946915 | Legal | $12,403 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $5,548 |
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 | $244,876 | $88,890+175.5% | $102,423+139.1% | $77,643+215.4% |
| Participation rate | 95.7% | 80.9%+14.8pp | 76.5%+19.2pp | 70.6%+25.1pp |
| Annual return | 13.21% | 24.98%-11.8pp | 29.32%-16.1pp | 31.24%-18.0pp |
| Employer contribution / active EE | $4,155 | $2,698+54.0% | $3,023+37.4% | $2,726+52.4% |
| Participant deferral / active EE | $10,015 | $5,145+94.6% | $5,053+98.2% | $4,647+115.5% |
| Admin fee / account holder | $84 | $235-64.2% | $9,451-99.1% | $430-80.4% |