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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $109,762 |
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 | $132,382 | $130,141+1.7% | $86,677+52.7% | $77,904+69.9% |
| Participation rate | 98.3% | 85.9%+12.4pp | 76.6%+21.7pp | 73.7%+24.6pp |
| Annual return | -15.02% | -12.75%-2.3pp | 35.91%-50.9pp | 12.21%-27.2pp |
| Employer contribution / active EE | $5,645 | $3,220+75.3% | $2,836+99.0% | $2,848+98.2% |
| Participant deferral / active EE | $7,465 | $5,757+29.7% | $4,656+60.4% | $4,806+55.3% |
| Admin fee / account holder | $55 | $132-58.2% | $7,493-99.3% | $133-58.5% |