Filed March 6, 1997
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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $363,294 |
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $345,115 |
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 | $165,501 | $110,299+50.0% | $102,423+61.6% | $199,593-17.1% |
| Participation rate | 95.4% | 86.3%+9.1pp | 76.5%+18.9pp | 72.0%+23.4pp |
| Annual return | 14.18% | 35.73%-21.5pp | 29.32%-15.1pp | 34.25%-20.1pp |
| Employer contribution / active EE | $6,744 | $3,603+87.2% | $3,023+123.1% | $3,034+122.3% |
| Participant deferral / active EE | $8,085 | $6,376+26.8% | $5,053+60.0% | $5,087+58.9% |
| Admin fee / account holder | $117 | $122-4.4% | $9,451-98.8% | $269-56.5% |