Filed December 11, 1997 (most recent of 5 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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $865,305 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $143,567 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $115,246 | $117,739-2.1% | $180,183-36.0% | $117,739-2.1% |
| Participation rate | 96.0% | 76.6%+19.4pp | 77.4%+18.6pp | 76.6%+19.4pp |
| Annual return | 16.43% | 17.29%-0.9pp | 27.86%-11.4pp | 17.29%-0.9pp |
| Employer contribution / active EE | $4,620 | $3,746+23.3% | $5,039-8.3% | $3,746+23.3% |
| Participant deferral / active EE | $8,012 | $6,128+30.7% | $6,822+17.4% | $6,128+30.7% |
| Admin fee / account holder | $111 | $112-1.0% | $19,975-99.4% | $112-1.0% |