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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $787,149 |
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 | $70,503 | $63,259+11.5% | $178,490-60.5% | $93,223-24.4% |
| Participation rate | 98.7% | 72.1%+26.5pp | 81.9%+16.8pp | 74.9%+23.8pp |
| Annual return | 18.82% | 19.93%-1.1pp | 151.07%-132.2pp | 19.29%-0.5pp |
| Employer contribution / active EE | $632 | $1,865-66.1% | $5,011-87.4% | $2,680-76.4% |
| Participant deferral / active EE | $3,785 | $3,372+12.3% | $5,202-27.2% | $4,563-17.0% |
| Admin fee / account holder | $80 | $58+37.2% | $13,984-99.4% | $79+0.5% |