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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,357,270 |
FUND DIRECT ADVISORS2 years Filed as: FUND EVALUATION GROUP, LLC Service code 17 · EIN 01-0694771 | Pension Consulting | $60,000 |
ERNST & YOUNG LLP2 years Service code 10 · EIN 34-6565596 | Accounting | $36,000 |
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 | $142,418 | $127,796+11.4% | $76,768+85.5% | $73,367+94.1% |
| Participation rate | 98.1% | 88.2%+9.9pp | 77.0%+21.1pp | 69.5%+28.6pp |
| Annual return | -3.25% | -2.31%-0.9pp | 2.43%-5.7pp | 173.45%-176.7pp |
| Employer contribution / active EE | $8,296 | $3,931+111.0% | $2,485+233.8% | $2,499+232.0% |
| Participant deferral / active EE | $8,896 | $6,924+28.5% | $3,852+131.0% | $4,033+120.6% |
| Admin fee / account holder | $63 | $66-4.6% | $6,675-99.1% | $68-7.3% |