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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $148,057 |
NEPC, LLC2+ years Service code 16 · EIN 26-1429809 | Consulting | $70,930 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $145,027 | $82,279+76.3% | $77,999+85.9% | $63,975+126.7% |
| Participation rate | 79.2% | 84.7%-5.5pp | 75.5%+3.7pp | 71.1%+8.0pp |
| Annual return | 7.54% | 11.20%-3.7pp | 425.96%-418.4pp | 48.65%-41.1pp |
| Employer contribution / active EE | $2,013 | $3,297-38.9% | $2,470-18.5% | $2,182-7.7% |
| Participant deferral / active EE | $4,093 | $4,538-9.8% | $3,497+17.0% | $3,356+21.9% |
| Admin fee / account holder | $93 | $81+13.7% | $5,480-98.3% | $70+31.4% |