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.3+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $415,505 |
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 | $647,599 | $65,292+891.9% | $71,671+803.6% | $77,958+730.7% |
| Participation rate | 99.4% | 67.4%+32.0pp | 68.7%+30.7pp | 71.6%+27.8pp |
| Annual return | 17.70% | 21.25%-3.5pp | 20.65%-2.9pp | 20.87%-3.2pp |
| Employer contribution / active EE | $20,826 | $2,085+898.9% | $2,460+746.7% | $2,310+801.4% |
| Participant deferral / active EE | $18,310 | $3,008+508.6% | $3,438+432.6% | $3,537+417.7% |
| Admin fee / account holder | $80 | $84-5.6% | $5,558-98.6% | $97-18.1% |