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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $709,899 |
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 | $226,825 | $136,780+65.8% | $189,513+19.7% | $101,517+123.4% |
| Participation rate | 97.1% | 90.9%+6.2pp | 87.8%+9.3pp | 74.6%+22.5pp |
| Annual return | 10.60% | 37.00%-26.4pp | 555.15%-544.6pp | 21.00%-10.4pp |
| Employer contribution / active EE | $0 | $4,857-100.0% | $6,162-100.0% | $2,973-100.0% |
| Participant deferral / active EE | $10,259 | $7,572+35.5% | $8,221+24.8% | $4,873+110.5% |
| Admin fee / account holder | $43 | $64-32.3% | $12,045-99.6% | $139-68.9% |