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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,410 |
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 | $63,719 | $60,165+5.9% | $74,183-14.1% | $55,167+15.5% |
| Participation rate | 91.0% | 74.2%+16.9pp | 76.6%+14.4pp | 69.0%+22.0pp |
| Annual return | 7.11% | 10.00%-2.9pp | 17.74%-10.6pp | 169.23%-162.1pp |
| Employer contribution / active EE | $2,317 | $1,600+44.8% | $2,370-2.3% | $1,963+18.0% |
| Participant deferral / active EE | $3,670 | $2,973+23.5% | $3,550+3.4% | $3,054+20.2% |
| Admin fee / account holder | $42 | $419-89.9% | $5,586-99.2% | $504-91.6% |