Filed July 25, 1989
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 | $190,989 |
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 | $207,288 | $73,404+182.4% | $87,100+138.0% | $67,579+206.7% |
| Participation rate | 98.1% | 80.9%+17.2pp | 76.9%+21.2pp | 71.3%+26.8pp |
| Annual return | 20.82% | 48.29%-27.5pp | 28.19%-7.4pp | 378.56%-357.7pp |
| Employer contribution / active EE | $4,089 | $2,014+103.0% | $2,521+62.2% | $2,148+90.4% |
| Participant deferral / active EE | $8,107 | $3,913+107.2% | $4,049+100.2% | $3,539+129.1% |
| Admin fee / account holder | $146 | $142+3.0% | $7,497-98.1% | $142+2.5% |