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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $443,157 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $275,780 |
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 | $271,256 | $121,599+123.1% | $135,903+99.6% | $103,482+162.1% |
| Participation rate | 98.4% | 76.2%+22.2pp | 81.9%+16.5pp | 73.3%+25.1pp |
| Annual return | 18.37% | 26.09%-7.7pp | 68.23%-49.9pp | 33.11%-14.7pp |
| Employer contribution / active EE | $12,009 | $4,627+159.5% | $4,856+147.3% | $3,208+274.4% |
| Participant deferral / active EE | $15,779 | $7,782+102.8% | $7,758+103.4% | $5,207+203.0% |
| Admin fee / account holder | $82 | $76+8.8% | $10,762-99.2% | $114-27.8% |