Filed February 14, 1994
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.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $2,839,303 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,327,778 |
FUND DIRECT ADVISORS4 years Filed as: FUND EVALUATION GROUP Service code 27 · EIN 01-0694771 | Advisory (Plan) | $105,000 |
ERNST & YOUNG LLP4 years Filed as: ERNST & YOUNG US LLP Service code 99 · EIN 34-6565596 | Other Fees | $42,850 |
WINSTON & STRAWN LLP2 years Service code 29 · EIN 36-1975990 | Legal | $7,344 |
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 | $245,306 | $142,480+72.2% | $112,040+118.9% | $142,480+72.2% |
| Participation rate | 97.4% | 76.2%+21.2pp | 76.5%+20.9pp | 76.2%+21.2pp |
| Annual return | 18.33% | 16.32%+2.0pp | 24.52%-6.2pp | 16.32%+2.0pp |
| Employer contribution / active EE | $11,051 | $3,867+185.7% | $2,954+274.1% | $3,867+185.7% |
| Participant deferral / active EE | $12,186 | $6,807+79.0% | $5,098+139.1% | $6,807+79.0% |
| Admin fee / account holder | $111 | $307-63.9% | $12,098-99.1% | $307-63.9% |