Filed August 3, 1992
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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,220 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,251 | $58,879-33.3% | $178,490-78.0% | $73,488-46.6% |
| Participation rate | 79.6% | 66.2%+13.4pp | 81.9%-2.3pp | 70.7%+8.9pp |
| Annual return | 13.70% | 24.86%-11.2pp | 151.07%-137.4pp | 28.51%-14.8pp |
| Employer contribution / active EE | $2,314 | $2,236+3.5% | $5,011-53.8% | $2,270+1.9% |
| Participant deferral / active EE | $1,485 | $2,567-42.2% | $5,202-71.5% | $3,740-60.3% |
| Admin fee / account holder | $93 | $400-76.7% | $13,984-99.3% | $513-81.9% |