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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $121,818 |
ACCREDITED INVESTORS INC.2 years Filed as: ACCREDITED INVESTORS Service code 72 · EIN 41-1581164 | Other investment fees and expenses | $47,661 |
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 | $204,545 | $52,293+291.2% | $178,490+14.6% | $73,409+178.6% |
| Participation rate | 99.6% | 65.3%+34.2pp | 81.9%+17.6pp | 72.2%+27.4pp |
| Annual return | 20.25% | 34.75%-14.5pp | 151.07%-130.8pp | 59.29%-39.0pp |
| Employer contribution / active EE | $9,128 | $1,735+426.0% | $5,011+82.2% | $2,234+308.7% |
| Participant deferral / active EE | $7,753 | $2,332+232.4% | $5,202+49.0% | $3,805+103.7% |
| Admin fee / account holder | $185 | $127+45.4% | $13,984-98.7% | $158+17.3% |