Filed April 28, 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 9-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $325,166 |
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $268,933 |
FINANCIAL ENGINES1 year Service code 27 · EIN 77-0473565 | Advisory (Plan) | $172,194 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $116,657 |
GJC CPA'S & ADVISORS3 years Service code 10 · EIN 38-2029668 | Accounting | $22,250 |
NEPC, LLC10+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $19,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,937 | $145,516-34.8% | $184,203-48.5% | $99,062-4.2% |
| Participation rate | 96.1% | 90.3%+5.8pp | 86.8%+9.2pp | 71.6%+24.5pp |
| Annual return | 12.50% | 21.23%-8.7pp | 28.81%-16.3pp | 17.66%-5.2pp |
| Employer contribution / active EE | $4,173 | $5,354-22.1% | $6,427-35.1% | $3,262+27.9% |
| Participant deferral / active EE | $5,943 | $8,423-29.4% | $9,131-34.9% | $5,331+11.5% |
| Admin fee / account holder | $73 | $78-6.3% | $13,901-99.5% | $109-33.2% |