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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $133,989 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $47,708 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $32,828 |
Filed as: BERGER,GHERSI & LADUKE PLC Service code 16 · EIN 38-2517534 | Consulting | $13,500 |
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 | $103,025 | $88,890+15.9% | $102,423+0.6% | $77,643+32.7% |
| Participation rate | 76.0% | 80.9%-4.9pp | 76.5%-0.5pp | 70.6%+5.4pp |
| Annual return | 15.32% | 24.98%-9.7pp | 29.32%-14.0pp | 31.24%-15.9pp |
| Employer contribution / active EE | $2,308 | $2,698-14.4% | $3,023-23.7% | $2,726-15.3% |
| Participant deferral / active EE | $4,891 | $5,145-4.9% | $5,053-3.2% | $4,647+5.2% |
| Admin fee / account holder | $280 | $235+19.0% | $9,451-97.0% | $430-34.9% |