Filed March 7, 1996
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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,315 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,926 | $39,458-6.4% | $60,547-39.0% | $55,191-33.1% |
| Participation rate | 55.3% | 59.6%-4.3pp | 68.0%-12.6pp | 69.2%-13.8pp |
| Annual return | 0.09% | 3.35%-3.3pp | 335.64%-335.6pp | 10.78%-10.7pp |
| Employer contribution / active EE | $165 | $1,210-86.4% | $2,419-93.2% | $1,899-91.3% |
| Participant deferral / active EE | $1,287 | $2,140-39.9% | $3,328-61.3% | $3,046-57.8% |
| Admin fee / account holder | $2 | $95-97.5% | $4,536-99.9% | $91-97.4% |