Filed March 17, 1997
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 | $123,546 |
Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $33,096 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $25,287 |
Service code 15 · EIN 38-2517534 | Recordkeeping | $13,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,644 | $185,342-56.5% | $111,297-27.5% | $86,799-7.1% |
| Participation rate | 74.0% | 81.0%-7.0pp | 77.3%-3.3pp | 72.3%+1.7pp |
| Annual return | 15.62% | 500.80%-485.2pp | 54.65%-39.0pp | 97.91%-82.3pp |
| Employer contribution / active EE | $2,077 | $2,246-7.5% | $2,731-23.9% | $2,405-13.6% |
| Participant deferral / active EE | $4,184 | $4,458-6.1% | $4,487-6.8% | $4,131+1.3% |
| Admin fee / account holder | $177 | $255-30.8% | $7,964-97.8% | $170+4.3% |