Filed April 19, 1996
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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $236,121 |
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 | $129,514 | $130,141-0.5% | $86,677+49.4% | $77,904+66.2% |
| Participation rate | 99.0% | 85.9%+13.1pp | 76.6%+22.5pp | 73.7%+25.4pp |
| Annual return | -15.62% | -12.75%-2.9pp | 35.91%-51.5pp | 12.21%-27.8pp |
| Employer contribution / active EE | $4,899 | $3,220+52.1% | $2,836+72.7% | $2,848+72.0% |
| Participant deferral / active EE | $7,485 | $5,757+30.0% | $4,656+60.8% | $4,806+55.7% |
| Admin fee / account holder | $48 | $132-63.3% | $7,493-99.4% | $133-63.5% |