Filed August 19, 1992
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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $445,388 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $379,900 |
CERITY PARTNERS1 year Filed as: CERITY PARTNERS LLC Service code 99 · EIN 27-1180831 | Other Fees | $7,841 |
Service code 99 | Other Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,071 | $119,627+143.3% | $146,958+98.1% | $99,062+193.8% |
| Participation rate | 98.5% | 73.4%+25.1pp | 82.2%+16.4pp | 71.6%+26.9pp |
| Annual return | 14.73% | 28.82%-14.1pp | 418.34%-403.6pp | 17.66%-2.9pp |
| Employer contribution / active EE | $12,707 | $4,153+206.0% | $4,933+157.6% | $3,262+289.6% |
| Participant deferral / active EE | $16,455 | $7,997+105.8% | $8,070+103.9% | $5,331+208.6% |
| Admin fee / account holder | $88 | $150-41.4% | $12,998-99.3% | $109-19.6% |