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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $866,158 |
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 | $63,716 | $82,204-22.5% | $127,761-50.1% | $82,204-22.5% |
| Participation rate | 97.1% | 73.4%+23.7pp | 79.0%+18.1pp | 73.4%+23.7pp |
| Annual return | 20.18% | 26.31%-6.1pp | 26.14%-6.0pp | 26.31%-6.1pp |
| Employer contribution / active EE | $3,982 | $2,707+47.1% | $4,574-12.9% | $2,707+47.1% |
| Participant deferral / active EE | $6,119 | $4,246+44.1% | $6,021+1.6% | $4,246+44.1% |
| Admin fee / account holder | $65 | $76-14.3% | $9,395-99.3% | $76-14.3% |