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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $617,485 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $234,745 |
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 | $61,617 | $52,346+17.7% | $143,757-57.1% | $78,044-21.0% |
| Participation rate | 98.5% | 72.7%+25.8pp | 80.3%+18.2pp | 74.4%+24.0pp |
| Annual return | -15.92% | -14.19%-1.7pp | -0.04%-15.9pp | 10.87%-26.8pp |
| Employer contribution / active EE | $1,803 | $2,131-15.4% | $4,951-63.6% | $3,125-42.3% |
| Participant deferral / active EE | $4,647 | $3,800+22.3% | $5,637-17.6% | $5,084-8.6% |
| Admin fee / account holder | $80 | $63+26.5% | $14,673-99.5% | $79+1.6% |