Filed July 31, 1995
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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $165,170 |
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 | $103,364 | $95,776+7.9% | $162,163-36.3% | $77,787+32.9% |
| Participation rate | 99.5% | 88.6%+10.8pp | 87.6%+11.9pp | 73.2%+26.3pp |
| Annual return | 31.45% | 37.03%-5.6pp | 115.59%-84.1pp | 32.57%-1.1pp |
| Employer contribution / active EE | $3,694 | $3,874-4.6% | $5,614-34.2% | $2,504+47.5% |
| Participant deferral / active EE | $6,782 | $6,125+10.7% | $7,298-7.1% | $3,967+70.9% |
| Admin fee / account holder | $102 | $88+16.4% | $10,843-99.1% | $100+2.0% |