Filed April 22, 1994
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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $105,366 |
Filed as: FIDUCIARY INVESTMENT ADVISOR, LLC Service code 16 · EIN 20-4751585 | Consulting | $34,666 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O' CONNOR DAVIES, LLP Service code 10 · EIN 27-1728945 | Accounting | $19,500 |
MCDERMOTT WILL & EMERY LLP2 years Service code 29 · EIN 36-1453176 | Legal | $6,347 |
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 | $70,975 | $65,223+8.8% | $80,019-11.3% | $55,725+27.4% |
| Participation rate | 97.3% | 80.6%+16.8pp | 75.8%+21.5pp | 70.9%+26.5pp |
| Annual return | -3.94% | 7.59%-11.5pp | 11.22%-15.2pp | 244.93%-248.9pp |
| Employer contribution / active EE | $2,802 | $2,544+10.1% | $2,468+13.5% | $2,078+34.8% |
| Participant deferral / active EE | $3,760 | $3,881-3.1% | $3,686+2.0% | $3,356+12.0% |
| Admin fee / account holder | $137 | $114+20.4% | $6,521-97.9% | $115+19.3% |