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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,272 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,471 | $46,423+4.4% | $75,886-36.1% | $67,579-28.3% |
| Participation rate | 45.7% | 63.1%-17.3pp | 69.3%-23.5pp | 71.3%-25.5pp |
| Annual return | 18.30% | 32.29%-14.0pp | 30.76%-12.5pp | 378.56%-360.3pp |
| Employer contribution / active EE | $341 | $1,406-75.8% | $2,500-86.4% | $2,148-84.1% |
| Participant deferral / active EE | $1,361 | $2,564-46.9% | $3,603-62.2% | $3,539-61.5% |
| Admin fee / account holder | $44 | $132-66.7% | $5,418-99.2% | $142-69.1% |