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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $151,270 |
FIDUCIENT ADVISORS LLC1 year Service code 16 · EIN 36-4001764 | Consulting | $21,037 |
Filed as: FIDUCIARY INVESTMENT ADVISORS,LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $20,742 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES,LLP Service code 99 · EIN 27-1728945 | Other Fees | $20,542 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $100,825 | $93,131+8.3% | $106,548-5.4% | $86,799+16.2% |
| Participation rate | 95.7% | 81.4%+14.3pp | 76.1%+19.6pp | 72.3%+23.5pp |
| Annual return | 12.09% | 19.45%-7.4pp | 26.80%-14.7pp | 97.91%-85.8pp |
| Employer contribution / active EE | $2,999 | $2,895+3.6% | $2,819+6.4% | $2,405+24.7% |
| Participant deferral / active EE | $4,291 | $4,708-8.9% | $4,398-2.4% | $4,131+3.9% |
| Admin fee / account holder | $178 | $145+22.7% | $7,407-97.6% | $170+5.0% |