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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $724,754 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,196 | $68,904-24.2% | $111,392-53.1% | $68,904-24.2% |
| Participation rate | 94.5% | 74.1%+20.4pp | 78.9%+15.7pp | 74.1%+20.4pp |
| Annual return | -5.40% | 1.07%-6.5pp | -2.06%-3.3pp | 1.07%-6.5pp |
| Employer contribution / active EE | $3,179 | $2,540+25.1% | $4,328-26.5% | $2,540+25.1% |
| Participant deferral / active EE | $4,878 | $4,015+21.5% | $5,567-12.4% | $4,015+21.5% |
| Admin fee / account holder | $54 | $71-24.1% | $12,266-99.6% | $71-24.1% |