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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $436,831 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $214,269 | $110,760+93.5% | $162,163+32.1% | $82,204+160.7% |
| Participation rate | 97.7% | 92.7%+5.0pp | 87.6%+10.1pp | 73.4%+24.3pp |
| Annual return | 12.26% | 22.97%-10.7pp | 115.59%-103.3pp | 26.31%-14.0pp |
| Employer contribution / active EE | $4,113 | $4,437-7.3% | $5,614-26.7% | $2,707+51.9% |
| Participant deferral / active EE | $10,343 | $6,652+55.5% | $7,298+41.7% | $4,246+143.6% |
| Admin fee / account holder | $44 | $65-31.9% | $10,843-99.6% | $76-41.3% |