Filed August 16, 1999 (most recent of 3 filings on file)
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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $85,213 |
Service code 99 | Other Fees | $0 |
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 | $175,411 | $110,299+59.0% | $102,423+71.3% | $199,593-12.1% |
| Participation rate | 99.0% | 86.3%+12.8pp | 76.5%+22.6pp | 72.0%+27.1pp |
| Annual return | 15.76% | 35.73%-20.0pp | 29.32%-13.6pp | 34.25%-18.5pp |
| Employer contribution / active EE | $6,122 | $3,603+69.9% | $3,023+102.5% | $3,034+101.8% |
| Participant deferral / active EE | $8,553 | $6,376+34.1% | $5,053+69.3% | $5,087+68.1% |
| Admin fee / account holder | $38 | $122-68.6% | $9,451-99.6% | $269-85.7% |