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 | $8,125 |
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 | $57,732 | $39,819+45.0% | $67,834-14.9% | $57,658+0.1% |
| Participation rate | 90.6% | 61.2%+29.4pp | 68.8%+21.8pp | 70.2%+20.4pp |
| Annual return | 8.94% | 9.19%-0.3pp | 138.47%-129.5pp | 5.13%+3.8pp |
| Employer contribution / active EE | $1,025 | $1,277-19.7% | $2,403-57.4% | $1,974-48.1% |
| Participant deferral / active EE | $2,212 | $2,209+0.1% | $3,160-30.0% | $3,061-27.7% |
| Admin fee / account holder | $3 | $84-96.7% | $4,622-99.9% | $95-97.0% |