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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $187,777 |
FIDUCIENT ADVISORS LLC4 years Service code 16 · EIN 36-4001764 | Consulting | $32,930 |
PKF O'CONNOR DAVIES, LLP4 years Filed as: PKF O'CONNOR DAVIES,LLP Service code 99 · EIN 27-1728945 | Other Fees | $30,235 |
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 | $93,098 | $92,055+1.1% | $106,213-12.3% | $77,643+19.9% |
| Participation rate | 95.0% | 81.0%+14.0pp | 75.3%+19.7pp | 70.6%+24.5pp |
| Annual return | 13.31% | 17.91%-4.6pp | 116.14%-102.8pp | 31.24%-17.9pp |
| Employer contribution / active EE | $3,220 | $3,367-4.4% | $3,171+1.5% | $2,726+18.1% |
| Participant deferral / active EE | $4,804 | $5,386-10.8% | $5,016-4.2% | $4,647+3.4% |
| Admin fee / account holder | $199 | $219-9.3% | $11,033-98.2% | $430-53.8% |