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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $658,138 |
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 | $209,766 | $129,756+61.7% | $169,993+23.4% | $103,482+102.7% |
| Participation rate | 98.2% | 91.3%+6.9pp | 87.0%+11.2pp | 73.3%+24.9pp |
| Annual return | 11.04% | 20.17%-9.1pp | 53.37%-42.3pp | 33.11%-22.1pp |
| Employer contribution / active EE | $0 | $5,236-100.0% | $6,785-100.0% | $3,208-100.0% |
| Participant deferral / active EE | $11,189 | $8,283+35.1% | $10,408+7.5% | $5,207+114.9% |
| Admin fee / account holder | $47 | $73-35.3% | $12,815-99.6% | $114-58.7% |