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.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,765,825 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,287,577 |
FUND DIRECT ADVISORS2 years Filed as: FUND EVALUATION GROUP Service code 17 · EIN 01-0694771 | Pension Consulting | $75,000 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG US LLP Service code 99 · EIN 34-6565596 | Other Fees | $41,400 |
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 | $193,245 | $161,802+19.4% | $96,544+100.2% | $96,393+100.5% |
| Participation rate | 98.7% | 92.5%+6.3pp | 76.0%+22.8pp | 71.3%+27.5pp |
| Annual return | 20.67% | 18.41%+2.3pp | 25.84%-5.2pp | 22.88%-2.2pp |
| Employer contribution / active EE | $10,016 | $5,381+86.1% | $2,965+237.8% | $3,238+209.3% |
| Participant deferral / active EE | $11,204 | $8,927+25.5% | $4,851+131.0% | $5,455+105.4% |
| Admin fee / account holder | $93 | $61+52.6% | $8,252-98.9% | $74+25.8% |