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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,427,235 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,229,886 |
FUND DIRECT ADVISORS1 year Filed as: FUND EVALUATION GROUP Service code 17 · EIN 01-0694771 | Pension Consulting | $97,500 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG US LLP Service code 99 · EIN 34-6565596 | Other Fees | $38,180 |
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 | $160,550 | $138,331+16.1% | $86,677+85.2% | $89,394+79.6% |
| Participation rate | 99.0% | 88.9%+10.1pp | 76.6%+22.4pp | 71.3%+27.7pp |
| Annual return | -15.07% | -11.72%-3.4pp | 35.91%-51.0pp | -11.89%-3.2pp |
| Employer contribution / active EE | $9,317 | $4,812+93.6% | $2,836+228.5% | $3,022+208.3% |
| Participant deferral / active EE | $10,244 | $8,027+27.6% | $4,656+120.0% | $5,123+99.9% |
| Admin fee / account holder | $84 | $64+30.6% | $7,493-98.9% | $79+5.4% |