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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,785 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,023 | $80,177+104.6% | $123,892+32.4% | $57,658+184.5% |
| Participation rate | 89.9% | 74.4%+15.4pp | 81.4%+8.5pp | 70.2%+19.6pp |
| Annual return | 8.79% | 17.90%-9.1pp | 47.52%-38.7pp | 5.13%+3.7pp |
| Employer contribution / active EE | $4,101 | $2,913+40.8% | $4,617-11.2% | $1,974+107.8% |
| Participant deferral / active EE | $7,714 | $5,130+50.4% | $5,984+28.9% | $3,061+152.0% |
| Admin fee / account holder | $2 | $106-98.1% | $8,357-100.0% | $95-97.9% |