Filed July 10, 1995
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 | $6,321 |
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 | $141,300 | $71,192+98.5% | $117,854+19.9% | $62,292+126.8% |
| Participation rate | 93.8% | 74.2%+19.5pp | 79.7%+14.1pp | 69.5%+24.2pp |
| Annual return | 17.97% | 18.66%-0.7pp | 335.08%-317.1pp | 28.90%-10.9pp |
| Employer contribution / active EE | $1,162 | $1,934-39.9% | $3,786-69.3% | $2,042-43.1% |
| Participant deferral / active EE | $5,798 | $3,189+81.8% | $4,482+29.4% | $3,169+83.0% |
| Admin fee / account holder | $22 | $587-96.2% | $8,020-99.7% | $479-95.3% |