Filed December 21, 1992
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 |
|---|---|---|
ACCREDITED INVESTORS INC.2+ years Service code 72 · EIN 41-1581164 | Other investment fees and expenses | $123,889 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $57,240 |
VERSIGHT, INC.2+ years Service code 99 · EIN 27-2037969 | Other Fees | $5,352 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $147,090 | $36,916+298.4% | $156,549-6.0% | $57,658+155.1% |
| Participation rate | 99.4% | 63.4%+36.0pp | 84.0%+15.4pp | 70.2%+29.2pp |
| Annual return | 9.84% | 12.38%-2.5pp | 32.23%-22.4pp | 5.13%+4.7pp |
| Employer contribution / active EE | $7,977 | $1,571+407.9% | $5,501+45.0% | $1,974+304.2% |
| Participant deferral / active EE | $6,707 | $1,926+248.3% | $4,871+37.7% | $3,061+119.2% |
| Admin fee / account holder | $276 | $82+234.9% | $13,027-97.9% | $95+192.3% |