Filed March 7, 1995
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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $97,316 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $5,575 | $34,242-83.7% | $76,523-92.7% | $75,289-92.6% |
| Participation rate | 90.0% | 43.9%+46.1pp | 68.0%+22.0pp | 72.4%+17.6pp |
| Annual return | -4.28% | -0.98%-3.3pp | -0.27%-4.0pp | -0.04%-4.2pp |
| Employer contribution / active EE | $794 | $975-18.5% | $2,647-70.0% | $2,405-67.0% |
| Participant deferral / active EE | $592 | $1,872-68.4% | $3,835-84.6% | $3,739-84.2% |
| Admin fee / account holder | $41 | $112-63.0% | $4,848-99.1% | $102-59.5% |