Filed March 8, 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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,993 |
Form 5500 reported that benefits due were not provided when due.
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 | $78,453 | $72,770+7.8% | $67,652+16.0% | $55,191+42.1% |
| Participation rate | 86.5% | 78.8%+7.7pp | 75.7%+10.9pp | 69.2%+17.4pp |
| Annual return | 1.29% | -3.26%+4.6pp | 6625.04%-6623.7pp | 10.78%-9.5pp |
| Employer contribution / active EE | $2,292 | $1,769+29.6% | $2,266+1.2% | $1,899+20.7% |
| Participant deferral / active EE | $2,341 | $3,408-31.3% | $3,560-34.2% | $3,046-23.2% |
| Admin fee / account holder | $8 | $79-89.9% | $4,821-99.8% | $91-91.3% |