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.7+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $584,022 |
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 | $164,780 | $144,996+13.6% | $111,297+48.1% | $93,030+77.1% |
| Participation rate | 94.7% | 86.2%+8.6pp | 77.3%+17.4pp | 73.9%+20.8pp |
| Annual return | 14.22% | 18.26%-4.0pp | 54.65%-40.4pp | 158.70%-144.5pp |
| Employer contribution / active EE | $5,392 | $3,056+76.4% | $2,731+97.4% | $2,706+99.3% |
| Participant deferral / active EE | $7,083 | $5,587+26.8% | $4,487+57.8% | $4,562+55.2% |
| Admin fee / account holder | $109 | $103+5.5% | $7,964-98.6% | $152-28.0% |