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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,215 |
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 | $61,660 | $54,517+13.1% | $75,972-18.8% | $74,495-17.2% |
| Participation rate | 93.1% | 60.3%+32.7pp | 69.1%+24.0pp | 67.2%+25.9pp |
| Annual return | 11.25% | 31.82%-20.6pp | 359.55%-348.3pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $992 | $1,777-44.2% | $2,685-63.0% | $2,623-62.2% |
| Participant deferral / active EE | $4,542 | $3,066+48.1% | $4,255+6.7% | $4,346+4.5% |
| Admin fee / account holder | $38 | $2,229-98.3% | $6,467-99.4% | $1,942-98.1% |