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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $154,560 |
FIDUCIENT ADVISORS LLC3 years Service code 16 · EIN 36-4001764 | Consulting | $43,108 |
PKF O'CONNOR DAVIES, LLP3 years Filed as: PKF O'CONNOR DAVIES,LLP Service code 99 · EIN 27-1728945 | Other Fees | $5,820 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,566 | $84,784-3.8% | $98,439-17.1% | $74,419+9.6% |
| Participation rate | 94.8% | 81.5%+13.2pp | 75.2%+19.6pp | 70.7%+24.0pp |
| Annual return | 19.11% | 20.59%-1.5pp | 21.16%-2.1pp | 34.38%-15.3pp |
| Employer contribution / active EE | $2,954 | $3,364-12.2% | $3,048-3.1% | $2,637+12.0% |
| Participant deferral / active EE | $4,439 | $5,218-14.9% | $4,738-6.3% | $4,528-2.0% |
| Admin fee / account holder | $154 | $204-24.9% | $8,948-98.3% | $348-55.8% |