Filed May 4, 1993
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 Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 15 · EIN 23-2640992 | Recordkeeping | $1,730 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $290,367 | $63,745+355.5% | $98,442+195.0% | $79,386+265.8% |
| Participation rate | 94.0% | 69.9%+24.1pp | 73.3%+20.6pp | 70.7%+23.3pp |
| Annual return | 12.69% | 625.80%-613.1pp | 1492.73%-1480.0pp | 116.85%-104.2pp |
| Employer contribution / active EE | $3,721 | $2,557+45.5% | $2,960+25.7% | $2,427+53.3% |
| Participant deferral / active EE | $5,235 | $3,303+58.5% | $4,276+22.4% | $4,046+29.4% |
| Admin fee / account holder | $11 | $516-97.8% | $5,949-99.8% | $626-98.2% |