Filed May 29, 1997 (most recent of 3 filings on file)
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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $182,488 |
NEPC, LLC6 years Filed as: NEPC LLC Service code 17 · EIN 26-1429809 | Pension Consulting | $69,190 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 17 · EIN 38-1357951 | Pension Consulting | $16,800 |
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).
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 | $133,194 | $112,623+18.3% | $106,213+25.4% | $199,593-33.3% |
| Participation rate | 89.3% | 86.2%+3.0pp | 75.3%+14.0pp | 72.0%+17.3pp |
| Annual return | 11.16% | 15.57%-4.4pp | 116.14%-105.0pp | 34.25%-23.1pp |
| Employer contribution / active EE | $2,719 | $4,575-40.6% | $3,171-14.3% | $3,034-10.4% |
| Participant deferral / active EE | $5,602 | $6,659-15.9% | $5,016+11.7% | $5,087+10.1% |
| Admin fee / account holder | $134 | $107+25.2% | $11,033-98.8% | $269-50.2% |