Filed January 26, 1993
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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,375 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,440 | $79,171-37.6% | $102,423-51.7% | $74,495-33.6% |
| Participation rate | 93.1% | 74.8%+18.3pp | 76.5%+16.6pp | 67.2%+25.9pp |
| Annual return | 15.56% | 54.93%-39.4pp | 29.32%-13.8pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $711 | $2,362-69.9% | $3,023-76.5% | $2,623-72.9% |
| Participant deferral / active EE | $4,421 | $4,415+0.1% | $5,053-12.5% | $4,346+1.7% |
| Admin fee / account holder | $160 | $2,001-92.0% | $9,451-98.3% | $1,942-91.8% |