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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $179,817 |
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 | $80,714 | $65,708+22.8% | $76,817+5.1% | $77,787+3.8% |
| Participation rate | 91.9% | 79.0%+12.9pp | 72.1%+19.8pp | 73.2%+18.7pp |
| Annual return | 21.75% | 49.86%-28.1pp | 1166.11%-1144.4pp | 32.57%-10.8pp |
| Employer contribution / active EE | $3,246 | $2,167+49.8% | $2,302+41.0% | $2,504+29.6% |
| Participant deferral / active EE | $4,317 | $3,254+32.7% | $3,336+29.4% | $3,967+8.8% |
| Admin fee / account holder | $92 | $91+0.8% | $6,420-98.6% | $100-8.5% |