Filed March 31, 1999
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.1 year Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $526,869 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $313,718 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 FOX INVESTMENT CONSULTING GROUP · ST. LOUIS, MO 63103 | Advisory (Plan) | $105,260 |
RUBINBROWN LLP3 years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $24,700 |
MINUTEMAN PRESS2 years Service code 50 · EIN 75-2086514 | Direct Payment | $19,256 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $141,843 | $142,386-0.4% | $152,466-7.0% | $93,030+52.5% |
| Participation rate | 97.3% | 85.6%+11.8pp | 78.2%+19.1pp | 73.9%+23.4pp |
| Annual return | 9.16% | 18.07%-8.9pp | 757.33%-748.2pp | 158.70%-149.5pp |
| Employer contribution / active EE | $5,232 | $5,485-4.6% | $4,327+20.9% | $2,706+93.4% |
| Participant deferral / active EE | $8,153 | $6,872+18.6% | $5,820+40.1% | $4,562+78.7% |
| Admin fee / account holder | $228 | $108+111.8% | $15,805-98.6% | $152+50.7% |