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.1+ years Filed as: VANGUARD GROUP INC. Service code 16 · EIN 23-1945930 | Consulting | $55,408 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,713 | $71,957+28.8% | $67,652+37.0% | $59,188+56.6% |
| Participation rate | 98.9% | 82.7%+16.2pp | 75.7%+23.2pp | 69.4%+29.5pp |
| Annual return | 23.74% | 8.53%+15.2pp | 6625.04%-6601.3pp | 5.51%+18.2pp |
| Employer contribution / active EE | $2,296 | $2,432-5.6% | $2,266+1.3% | $2,098+9.4% |
| Participant deferral / active EE | $5,886 | $4,211+39.8% | $3,560+65.4% | $3,265+80.3% |
| Admin fee / account holder | $12 | $64-81.5% | $4,821-99.8% | $92-87.2% |