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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $488,765 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $287,821 | $127,481+125.8% | $149,696+92.3% | $90,288+218.8% |
| Participation rate | 95.7% | 78.2%+17.4pp | 82.5%+13.2pp | 73.4%+22.3pp |
| Annual return | 15.68% | 57.78%-42.1pp | 276.60%-260.9pp | 53.97%-38.3pp |
| Employer contribution / active EE | $11,828 | $3,448+243.0% | $4,644+154.7% | $2,524+368.6% |
| Participant deferral / active EE | $13,771 | $6,975+97.4% | $6,842+101.3% | $4,232+225.4% |
| Admin fee / account holder | $75 | $152-50.7% | $9,309-99.2% | $114-34.4% |