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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,742 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,069 | $65,118+12.2% | $76,768-4.8% | $55,725+31.1% |
| Participation rate | 98.1% | 79.6%+18.5pp | 77.0%+21.1pp | 70.9%+27.2pp |
| Annual return | -3.67% | -1.27%-2.4pp | 2.43%-6.1pp | 244.93%-248.6pp |
| Employer contribution / active EE | $3,218 | $1,941+65.8% | $2,485+29.5% | $2,078+54.9% |
| Participant deferral / active EE | $3,650 | $3,688-1.0% | $3,852-5.2% | $3,356+8.8% |
| Admin fee / account holder | $6 | $116-94.8% | $6,675-99.9% | $115-94.8% |