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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $159,196 |
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 | $73,298 | $77,559-5.5% | $68,793+6.5% | $75,289-2.6% |
| Participation rate | 91.8% | 78.3%+13.5pp | 72.2%+19.6pp | 72.4%+19.4pp |
| Annual return | -5.17% | -1.01%-4.2pp | -4.63%-0.5pp | -0.04%-5.1pp |
| Employer contribution / active EE | $3,410 | $1,993+71.1% | $2,625+29.9% | $2,405+41.8% |
| Participant deferral / active EE | $4,238 | $3,128+35.5% | $3,311+28.0% | $3,739+13.4% |
| Admin fee / account holder | $90 | $90-0.4% | $5,131-98.2% | $102-12.0% |