Filed July 24, 1992
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 | $117,776 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $12,275 |
Service code 99 | Other Fees | $0 |
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 | $244,270 | $106,028+130.4% | $146,958+66.2% | $77,643+214.6% |
| Participation rate | 94.9% | 78.4%+16.5pp | 82.2%+12.8pp | 70.6%+24.3pp |
| Annual return | 15.20% | 56.73%-41.5pp | 418.34%-403.1pp | 31.24%-16.0pp |
| Employer contribution / active EE | $6,450 | $4,063+58.8% | $4,933+30.8% | $2,726+136.6% |
| Participant deferral / active EE | $11,636 | $7,990+45.6% | $8,070+44.2% | $4,647+150.4% |
| Admin fee / account holder | $116 | $337-65.7% | $12,998-99.1% | $430-73.1% |