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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $836,791 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,042 | $130,084-53.1% | $138,135-55.8% | $90,288-32.4% |
| Participation rate | 96.2% | 86.0%+10.2pp | 78.7%+17.5pp | 73.4%+22.8pp |
| Annual return | 8.56% | 14.63%-6.1pp | 20.51%-12.0pp | 53.97%-45.4pp |
| Employer contribution / active EE | $4,422 | $5,865-24.6% | $5,587-20.9% | $2,524+75.2% |
| Participant deferral / active EE | $6,938 | $7,099-2.3% | $6,431+7.9% | $4,232+63.9% |
| Admin fee / account holder | $74 | $187-60.5% | $11,856-99.4% | $114-35.4% |