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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $640,352 |
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 | $191,708 | $119,153+60.9% | $151,611+26.4% | $78,044+145.6% |
| Participation rate | 97.7% | 92.5%+5.3pp | 87.5%+10.3pp | 74.4%+23.3pp |
| Annual return | -5.04% | -10.83%+5.8pp | 3.33%-8.4pp | 10.87%-15.9pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $6,166-100.0% | $3,125-100.0% |
| Participant deferral / active EE | $10,219 | $8,624+18.5% | $8,363+22.2% | $5,084+101.0% |
| Admin fee / account holder | $44 | $69-35.7% | $11,616-99.6% | $79-44.0% |