Filed December 30, 1992
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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $652,066 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $140,490 |
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 | $77,068 | $67,679+13.9% | $155,509-50.4% | $99,062-22.2% |
| Participation rate | 98.4% | 67.2%+31.2pp | 78.2%+20.2pp | 71.6%+26.8pp |
| Annual return | 13.20% | 16.16%-3.0pp | 64.67%-51.5pp | 17.66%-4.5pp |
| Employer contribution / active EE | $1,966 | $2,268-13.3% | $4,672-57.9% | $3,262-39.7% |
| Participant deferral / active EE | $5,403 | $3,828+41.1% | $5,626-4.0% | $5,331+1.3% |
| Admin fee / account holder | $72 | $94-22.8% | $15,912-99.5% | $109-33.6% |