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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $358,935 |
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 | $249,265 | $96,458+158.4% | $136,294+82.9% | $77,958+219.7% |
| Participation rate | 97.7% | 75.4%+22.3pp | 81.9%+15.8pp | 71.6%+26.0pp |
| Annual return | 19.29% | 23.78%-4.5pp | 5155.94%-5136.6pp | 20.87%-1.6pp |
| Employer contribution / active EE | $10,657 | $3,144+239.0% | $4,695+127.0% | $2,310+361.3% |
| Participant deferral / active EE | $11,455 | $5,902+94.1% | $6,247+83.4% | $3,537+223.9% |
| Admin fee / account holder | $65 | $80-18.7% | $9,243-99.3% | $97-32.8% |