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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $941,509 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $200,637 |
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 | $69,935 | $103,482-32.4% | $142,449-50.9% | $103,482-32.4% |
| Participation rate | 97.0% | 73.3%+23.7pp | 76.8%+20.2pp | 73.3%+23.7pp |
| Annual return | 17.31% | 33.11%-15.8pp | 19.99%-2.7pp | 33.11%-15.8pp |
| Employer contribution / active EE | $4,436 | $3,208+38.3% | $4,847-8.5% | $3,208+38.3% |
| Participant deferral / active EE | $7,087 | $5,207+36.1% | $6,283+12.8% | $5,207+36.1% |
| Admin fee / account holder | $98 | $114-13.9% | $10,011-99.0% | $114-13.9% |