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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,010 |
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 | $72,783 | $64,909+12.1% | $82,313-11.6% | $62,292+16.8% |
| Participation rate | 95.1% | 74.9%+20.2pp | 76.9%+18.2pp | 69.5%+25.5pp |
| Annual return | 15.84% | 21.18%-5.3pp | 25.88%-10.0pp | 28.90%-13.1pp |
| Employer contribution / active EE | $2,472 | $1,676+47.5% | $2,428+1.8% | $2,042+21.1% |
| Participant deferral / active EE | $3,906 | $3,103+25.9% | $3,706+5.4% | $3,169+23.2% |
| Admin fee / account holder | $40 | $440-91.0% | $5,608-99.3% | $479-91.7% |