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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $825,434 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $98,576 |
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 | $54,819 | $101,517-46.0% | $152,466-64.0% | $101,517-46.0% |
| Participation rate | 96.2% | 74.6%+21.7pp | 78.2%+18.1pp | 74.6%+21.7pp |
| Annual return | 14.29% | 21.00%-6.7pp | 757.33%-743.0pp | 21.00%-6.7pp |
| Employer contribution / active EE | $3,233 | $2,973+8.7% | $4,327-25.3% | $2,973+8.7% |
| Participant deferral / active EE | $5,099 | $4,873+4.6% | $5,820-12.4% | $4,873+4.6% |
| Admin fee / account holder | $66 | $139-52.4% | $15,805-99.6% | $139-52.4% |