Filed April 23, 1991
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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $667,234 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,671 | $145,516+57.8% | $184,200+24.7% | $99,061+131.8% |
| Participation rate | 97.9% | 90.3%+7.6pp | 86.8%+11.1pp | 71.6%+26.3pp |
| Annual return | 10.10% | 21.23%-11.1pp | 28.80%-18.7pp | 17.66%-7.6pp |
| Employer contribution / active EE | $0 | $5,354-100.0% | $6,424-100.0% | $3,261-100.0% |
| Participant deferral / active EE | $11,527 | $8,423+36.8% | $9,132+26.2% | $5,331+116.2% |
| Admin fee / account holder | $48 | $78-38.2% | $13,907-99.7% | $109-55.9% |