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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $223,868 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $63,730 |
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 | $97,527 | $118,337-17.6% | $189,513-48.5% | $93,030+4.8% |
| Participation rate | 97.7% | 89.1%+8.7pp | 87.8%+9.9pp | 73.9%+23.8pp |
| Annual return | 15.88% | 21.77%-5.9pp | 555.15%-539.3pp | 158.70%-142.8pp |
| Employer contribution / active EE | $3,353 | $4,204-20.3% | $6,162-45.6% | $2,706+23.9% |
| Participant deferral / active EE | $6,147 | $7,123-13.7% | $8,221-25.2% | $4,562+34.7% |
| Admin fee / account holder | $100 | $1000% | $12,045-99.2% | $152-34.3% |