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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $442,630 |
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 | $224,581 | $122,602+83.2% | $177,821+26.3% | $93,223+140.9% |
| Participation rate | 97.5% | 91.3%+6.2pp | 87.7%+9.8pp | 74.9%+22.6pp |
| Annual return | 10.72% | 22.53%-11.8pp | 48.32%-37.6pp | 19.29%-8.6pp |
| Employer contribution / active EE | $4,164 | $4,338-4.0% | $5,918-29.6% | $2,680+55.4% |
| Participant deferral / active EE | $10,261 | $7,134+43.8% | $7,714+33.0% | $4,563+124.9% |
| Admin fee / account holder | $43 | $62-30.1% | $12,427-99.7% | $79-45.6% |