Filed June 18, 1996 (most recent of 2 filings on file)
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 Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $28,079 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $587,337 | $168,231+249.1% | $67,834+765.8% | $63,975+818.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 68.8%+31.2pp | 71.1%+28.9pp |
| Annual return | 78.28% | 11.76%+66.5pp | 138.47%-60.2pp | 48.65%+29.6pp |
| Employer contribution / active EE | $2,822 | $1,907+48.0% | $2,403+17.4% | $2,182+29.4% |
| Participant deferral / active EE | $18,311 | $2,827+547.8% | $3,160+479.5% | $3,356+445.6% |
| Admin fee / account holder | $3 | $81-95.8% | $4,622-99.9% | $70-95.2% |