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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $67,070 |
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 | $103,717 | $73,404+41.3% | $87,100+19.1% | $67,579+53.5% |
| Participation rate | 97.5% | 80.9%+16.6pp | 76.9%+20.6pp | 71.3%+26.2pp |
| Annual return | 19.95% | 48.29%-28.3pp | 28.19%-8.2pp | 378.56%-358.6pp |
| Employer contribution / active EE | $1,975 | $2,014-1.9% | $2,521-21.7% | $2,148-8.0% |
| Participant deferral / active EE | $3,578 | $3,913-8.5% | $4,049-11.6% | $3,539+1.1% |
| Admin fee / account holder | $56 | $142-60.6% | $7,497-99.3% | $142-60.8% |