Filed May 1, 1998
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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $119,929 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $10,310 |
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 | $48,985 | $130,141-62.4% | $86,677-43.5% | $77,904-37.1% |
| Participation rate | 97.2% | 85.9%+11.2pp | 76.6%+20.6pp | 73.7%+23.5pp |
| Annual return | -14.50% | -12.75%-1.8pp | 35.91%-50.4pp | 12.21%-26.7pp |
| Employer contribution / active EE | $2,862 | $3,220-11.1% | $2,836+0.9% | $2,848+0.5% |
| Participant deferral / active EE | $4,993 | $5,757-13.3% | $4,656+7.2% | $4,806+3.9% |
| Admin fee / account holder | $89 | $132-32.6% | $7,493-98.8% | $133-33.0% |