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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $116,527 |
NEPC, LLC1+ years Service code 16 · EIN 26-1429809 | Consulting | $70,420 |
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).
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 | $138,857 | $81,321+70.8% | $68,509+102.7% | $59,188+134.6% |
| Participation rate | 97.4% | 83.8%+13.6pp | 74.7%+22.7pp | 69.4%+28.0pp |
| Annual return | -0.89% | 4.65%-5.5pp | 8.27%-9.2pp | 5.51%-6.4pp |
| Employer contribution / active EE | $2,294 | $3,297-30.4% | $2,278+0.7% | $2,098+9.3% |
| Participant deferral / active EE | $4,746 | $4,592+3.3% | $3,382+40.3% | $3,265+45.4% |
| Admin fee / account holder | $79 | $62+28.0% | $5,275-98.5% | $92-14.3% |