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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $119,365 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,158 | $46,219-75.9% | $89,391-87.5% | $90,288-87.6% |
| Participation rate | 88.0% | 44.9%+43.1pp | 68.0%+20.0pp | 73.4%+14.6pp |
| Annual return | 10.01% | 25.71%-15.7pp | 245.62%-235.6pp | 53.97%-44.0pp |
| Employer contribution / active EE | $402 | $953-57.8% | $2,586-84.5% | $2,524-84.1% |
| Participant deferral / active EE | $964 | $2,136-54.9% | $3,890-75.2% | $4,232-77.2% |
| Admin fee / account holder | $86 | $147-41.7% | $4,881-98.2% | $114-25.0% |