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.6+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $540,612 |
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 | $160,867 | $176,491-8.9% | $95,952+67.7% | $90,288+78.2% |
| Participation rate | 97.1% | 86.6%+10.6pp | 77.1%+20.1pp | 73.4%+23.8pp |
| Annual return | 18.30% | 20.14%-1.8pp | 91.61%-73.3pp | 53.97%-35.7pp |
| Employer contribution / active EE | $6,232 | $2,789+123.5% | $2,541+145.3% | $2,524+146.9% |
| Participant deferral / active EE | $7,549 | $5,340+41.4% | $4,167+81.2% | $4,232+78.4% |
| Admin fee / account holder | $111 | $154-28.0% | $6,795-98.4% | $114-2.8% |