Filed March 25, 1996
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 | $3,640 |
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 | $114,531 | $75,284+52.1% | $91,001+25.9% | $69,631+64.5% |
| Participation rate | 98.9% | 80.4%+18.5pp | 75.6%+23.3pp | 70.7%+28.2pp |
| Annual return | 18.57% | 48.40%-29.8pp | 4.60%+14.0pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $3,337 | $2,473+35.0% | $2,456+35.9% | $2,032+64.2% |
| Participant deferral / active EE | $6,664 | $3,700+80.1% | $3,547+87.9% | $3,224+106.7% |
| Admin fee / account holder | $3 | $111-97.3% | $5,417-99.9% | $110-97.3% |