Filed November 1, 1993
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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,215 |
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 | $109,920 | $79,171+38.8% | $102,423+7.3% | $74,495+47.6% |
| Participation rate | 81.7% | 74.8%+6.9pp | 76.5%+5.2pp | 67.2%+14.5pp |
| Annual return | 12.92% | 54.93%-42.0pp | 29.32%-16.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $3,309 | $2,362+40.1% | $3,023+9.4% | $2,623+26.2% |
| Participant deferral / active EE | $5,842 | $4,415+32.3% | $5,053+15.6% | $4,346+34.4% |
| Admin fee / account holder | $38 | $2,001-98.1% | $9,451-99.6% | $1,942-98.1% |