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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $134,371 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $31,005 |
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 | $218,278 | $99,078+120.3% | $96,544+126.1% | $74,419+193.3% |
| Participation rate | 97.8% | 80.7%+17.1pp | 76.0%+21.8pp | 70.7%+27.0pp |
| Annual return | 17.16% | 22.48%-5.3pp | 25.84%-8.7pp | 34.38%-17.2pp |
| Employer contribution / active EE | $4,209 | $2,570+63.8% | $2,965+42.0% | $2,637+59.6% |
| Participant deferral / active EE | $7,981 | $4,933+61.8% | $4,851+64.5% | $4,528+76.3% |
| Admin fee / account holder | $133 | $225-40.8% | $8,252-98.4% | $348-61.8% |