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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $252,166 |
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 | $152,496 | $104,697+45.7% | $96,544+58.0% | $80,160+90.2% |
| Participation rate | 97.7% | 86.4%+11.3pp | 76.0%+21.7pp | 72.9%+24.8pp |
| Annual return | 17.07% | 21.78%-4.7pp | 25.84%-8.8pp | 40.38%-23.3pp |
| Employer contribution / active EE | $4,497 | $3,536+27.2% | $2,965+51.7% | $2,978+51.0% |
| Participant deferral / active EE | $8,037 | $6,188+29.9% | $4,851+65.7% | $5,017+60.2% |
| Admin fee / account holder | $52 | $107-51.6% | $8,252-99.4% | $145-64.3% |