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.4+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $463,641 |
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 | $108,332 | $78,852+37.4% | $76,768+41.1% | $75,289+43.9% |
| Participation rate | 98.6% | 85.0%+13.7pp | 77.0%+21.7pp | 72.4%+26.2pp |
| Annual return | -4.18% | -1.29%-2.9pp | 2.43%-6.6pp | -0.04%-4.1pp |
| Employer contribution / active EE | $5,446 | $2,794+94.9% | $2,485+119.2% | $2,405+126.5% |
| Participant deferral / active EE | $6,711 | $4,800+39.8% | $3,852+74.2% | $3,739+79.5% |
| Admin fee / account holder | $88 | $79+11.0% | $6,675-98.7% | $102-14.3% |