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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $224,099 |
NEPC, LLC3+ years Service code 16 · EIN 26-1429809 | Consulting | $72,173 |
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 | $134,596 | $90,410+48.9% | $91,001+47.9% | $77,958+72.7% |
| Participation rate | 97.6% | 86.4%+11.2pp | 75.6%+22.0pp | 71.6%+25.9pp |
| Annual return | 20.20% | 21.34%-1.1pp | 4.60%+15.6pp | 20.87%-0.7pp |
| Employer contribution / active EE | $3,000 | $3,392-11.5% | $2,456+22.2% | $2,310+29.8% |
| Participant deferral / active EE | $5,071 | $4,816+5.3% | $3,547+42.9% | $3,537+43.4% |
| Admin fee / account holder | $103 | $79+30.7% | $5,417-98.1% | $97+5.9% |