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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,500 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,584 | $58,347-1.3% | $85,682-32.8% | $86,799-33.7% |
| Participation rate | 43.2% | 64.9%-21.7pp | 69.9%-26.7pp | 72.3%-29.1pp |
| Annual return | 13.41% | 18.43%-5.0pp | 21.49%-8.1pp | 97.91%-84.5pp |
| Employer contribution / active EE | $384 | $1,751-78.0% | $2,618-85.3% | $2,405-84.0% |
| Participant deferral / active EE | $1,557 | $3,065-49.2% | $3,923-60.3% | $4,131-62.3% |
| Admin fee / account holder | $18 | $147-87.8% | $6,873-99.7% | $170-89.4% |