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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $137,435 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $14,246 |
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 | $78,288 | $128,899-39.3% | $113,168-30.8% | $102,872-23.9% |
| Participation rate | 97.8% | 87.0%+10.8pp | 76.6%+21.3pp | 73.0%+24.8pp |
| Annual return | 16.18% | 15.88%+0.3pp | 24.27%-8.1pp | 19.06%-2.9pp |
| Employer contribution / active EE | $3,339 | $3,713-10.1% | $2,975+12.2% | $3,526-5.3% |
| Participant deferral / active EE | $6,777 | $6,787-0.1% | $5,107+32.7% | $5,535+22.5% |
| Admin fee / account holder | $107 | $129-16.9% | $12,068-99.1% | $292-63.2% |