Filed April 10, 1996
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 | $37,536 |
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 | $73,433 | $58,758+25.0% | $70,014+4.9% | $63,975+14.8% |
| Participation rate | 94.9% | 77.5%+17.5pp | 71.8%+23.1pp | 71.1%+23.8pp |
| Annual return | 8.12% | 18.05%-9.9pp | 12.99%-4.9pp | 48.65%-40.5pp |
| Employer contribution / active EE | $3,300 | $1,973+67.3% | $2,338+41.1% | $2,182+51.3% |
| Participant deferral / active EE | $3,797 | $2,912+30.4% | $2,931+29.6% | $3,356+13.1% |
| Admin fee / account holder | $23 | $71-67.3% | $4,380-99.5% | $70-67.1% |