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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $916,126 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $235,330 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $81,450 | $99,062-17.8% | $153,485-46.9% | $99,062-17.8% |
| Participation rate | 96.6% | 71.6%+25.0pp | 77.1%+19.5pp | 71.6%+25.0pp |
| Annual return | 13.36% | 17.66%-4.3pp | 15.65%-2.3pp | 17.66%-4.3pp |
| Employer contribution / active EE | $4,498 | $3,262+37.9% | $5,039-10.7% | $3,262+37.9% |
| Participant deferral / active EE | $7,455 | $5,331+39.8% | $6,757+10.3% | $5,331+39.8% |
| Admin fee / account holder | $102 | $109-6.7% | $12,724-99.2% | $109-6.7% |