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.8+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $548,078 |
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 | $124,459 | $130,141-4.4% | $86,677+43.6% | $77,904+59.8% |
| Participation rate | 94.5% | 85.9%+8.5pp | 76.6%+17.9pp | 73.7%+20.8pp |
| Annual return | -14.74% | -12.75%-2.0pp | 35.91%-50.7pp | 12.21%-26.9pp |
| Employer contribution / active EE | $3,668 | $3,220+13.9% | $2,836+29.3% | $2,848+28.8% |
| Participant deferral / active EE | $7,132 | $5,757+23.9% | $4,656+53.2% | $4,806+48.4% |
| Admin fee / account holder | $93 | $132-29.8% | $7,493-98.8% | $133-30.2% |