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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $466,266 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $225,491 |
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 | $237,997 | $93,773+153.8% | $125,339+89.9% | $78,044+205.0% |
| Participation rate | 98.5% | 75.6%+22.9pp | 82.4%+16.1pp | 74.4%+24.0pp |
| Annual return | -15.26% | 277.78%-293.0pp | 572.05%-587.3pp | 10.87%-26.1pp |
| Employer contribution / active EE | $11,566 | $3,678+214.5% | $4,814+140.3% | $3,125+270.2% |
| Participant deferral / active EE | $14,580 | $6,971+109.1% | $7,446+95.8% | $5,084+186.8% |
| Admin fee / account holder | $84 | $67+24.7% | $10,010-99.2% | $79+5.8% |