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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $172,153 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,647 | $110,699-19.9% | $177,821-50.1% | $90,288-1.8% |
| Participation rate | 96.0% | 88.3%+7.7pp | 87.7%+8.3pp | 73.4%+22.6pp |
| Annual return | 45.04% | 22.79%+22.3pp | 48.32%-3.3pp | 53.97%-8.9pp |
| Employer contribution / active EE | $1,958 | $4,118-52.5% | $5,918-66.9% | $2,524-22.4% |
| Participant deferral / active EE | $3,722 | $6,731-44.7% | $7,714-51.8% | $4,232-12.1% |
| Admin fee / account holder | $63 | $90-30.4% | $12,427-99.5% | $114-45.1% |