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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $55,765 |
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 | $181,161 | $83,458+117.1% | $123,104+47.2% | $67,505+168.4% |
| Participation rate | 99.5% | 84.5%+15.0pp | 86.8%+12.7pp | 71.2%+28.3pp |
| Annual return | 4.43% | 1.29%+3.1pp | 13.22%-8.8pp | 6.52%-2.1pp |
| Employer contribution / active EE | $3,455 | $3,087+11.9% | $5,151-32.9% | $2,173+59.0% |
| Participant deferral / active EE | $8,620 | $5,379+60.3% | $6,230+38.4% | $3,597+139.7% |
| Admin fee / account holder | $5 | $60-91.7% | $9,015-99.9% | $56-91.2% |