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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,800 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,989 | $44,764+7.2% | $68,791-30.2% | $64,808-26.0% |
| Participation rate | 36.8% | 64.8%-27.9pp | 69.0%-32.2pp | 71.5%-34.6pp |
| Annual return | -12.07% | -10.91%-1.2pp | -6.38%-5.7pp | 32.82%-44.9pp |
| Employer contribution / active EE | $352 | $1,775-80.2% | $2,655-86.7% | $2,506-85.9% |
| Participant deferral / active EE | $1,539 | $3,238-52.5% | $3,941-60.9% | $4,310-64.3% |
| Admin fee / account holder | $32 | $151-78.7% | $4,932-99.3% | $188-82.9% |