Filed March 26, 1999 (most recent of 2 filings on file)
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 | $129,464 |
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 | $167,240 | $95,274+75.5% | $135,903+23.1% | $74,419+124.7% |
| Participation rate | 95.0% | 78.2%+16.8pp | 81.9%+13.0pp | 70.7%+24.2pp |
| Annual return | 23.75% | 32.77%-9.0pp | 68.23%-44.5pp | 34.38%-10.6pp |
| Employer contribution / active EE | $7,575 | $3,874+95.5% | $4,856+56.0% | $2,637+187.2% |
| Participant deferral / active EE | $12,703 | $7,782+63.2% | $7,758+63.7% | $4,528+180.5% |
| Admin fee / account holder | $132 | $266-50.4% | $10,762-98.8% | $348-62.1% |