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.3+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $412,519 |
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 | $117,060 | $88,730+31.9% | $82,313+42.2% | $77,958+50.2% |
| Participation rate | 97.5% | 84.5%+13.0pp | 76.9%+20.7pp | 71.6%+25.9pp |
| Annual return | 17.88% | 20.88%-3.0pp | 25.88%-8.0pp | 20.87%-3.0pp |
| Employer contribution / active EE | $4,993 | $2,758+81.0% | $2,428+105.6% | $2,310+116.1% |
| Participant deferral / active EE | $6,105 | $4,634+31.7% | $3,706+64.7% | $3,537+72.6% |
| Admin fee / account holder | $85 | $74+14.5% | $5,608-98.5% | $97-13.0% |