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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $454,841 |
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 | $249,160 | $101,523+145.4% | $141,162+76.5% | $77,787+220.3% |
| Participation rate | 98.8% | 77.4%+21.4pp | 82.5%+16.3pp | 73.2%+25.6pp |
| Annual return | 22.99% | 56.22%-33.2pp | 71.39%-48.4pp | 32.57%-9.6pp |
| Employer contribution / active EE | $9,862 | $3,341+195.2% | $4,735+108.3% | $2,504+293.8% |
| Participant deferral / active EE | $12,823 | $6,434+99.3% | $6,709+91.1% | $3,967+223.2% |
| Admin fee / account holder | $69 | $92-24.6% | $10,261-99.3% | $100-31.0% |