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 |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $88,563 |
ACCREDITED INVESTORS INC.4+ years Service code 72 · EIN 41-1581164 | Other investment fees and expenses | $77,461 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $145,093 | $37,196+290.1% | $154,107-5.8% | $55,725+160.4% |
| Participation rate | 97.8% | 64.1%+33.7pp | 83.0%+14.8pp | 70.9%+27.0pp |
| Annual return | -4.10% | 1319.68%-1323.8pp | 735.12%-739.2pp | 244.93%-249.0pp |
| Employer contribution / active EE | $9,163 | $1,614+467.7% | $5,298+73.0% | $2,078+340.9% |
| Participant deferral / active EE | $7,606 | $2,068+267.8% | $5,081+49.7% | $3,356+126.7% |
| Admin fee / account holder | $206 | $102+102.7% | $13,411-98.5% | $115+78.8% |