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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,935 |
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 | $51,936 | $51,288+1.3% | $81,983-36.7% | $73,409-29.3% |
| Participation rate | 47.7% | 64.0%-16.3pp | 69.2%-21.5pp | 72.2%-24.5pp |
| Annual return | 12.73% | 29.48%-16.8pp | 41.31%-28.6pp | 59.29%-46.6pp |
| Employer contribution / active EE | $349 | $1,487-76.5% | $2,498-86.0% | $2,234-84.4% |
| Participant deferral / active EE | $1,399 | $2,715-48.5% | $3,722-62.4% | $3,805-63.2% |
| Admin fee / account holder | $16 | $125-87.5% | $5,664-99.7% | $158-90.1% |