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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $107,292 |
Service code 16 · EIN 20-4751585 | Consulting | $39,467 |
Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $11,335 |
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 | $87,998 | $74,347+18.4% | $93,606-6.0% | $67,579+30.2% |
| Participation rate | 97.5% | 80.6%+16.9pp | 75.8%+21.6pp | 71.3%+26.2pp |
| Annual return | 21.06% | 28.07%-7.0pp | 32.76%-11.7pp | 378.56%-357.5pp |
| Employer contribution / active EE | $2,735 | $2,583+5.9% | $2,718+0.6% | $2,148+27.3% |
| Participant deferral / active EE | $3,926 | $4,060-3.3% | $4,069-3.5% | $3,539+10.9% |
| Admin fee / account holder | $134 | $123+9.1% | $7,888-98.3% | $142-6.0% |