Filed August 2, 1996
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 | $29,752 |
LEGACY PROFESSIONALS LLP2 years Filed as: LEGACY ASSET MANAGEMENT, INC Service code 27 · EIN 76-0574055 | Advisory (Plan) | $28,517 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,541 | $42,353+28.8% | $79,550-31.4% | $64,808-15.8% |
| Participation rate | 60.0% | 64.8%-4.7pp | 69.5%-9.4pp | 71.5%-11.4pp |
| Annual return | -18.60% | -12.24%-6.4pp | 0.16%-18.8pp | 32.82%-51.4pp |
| Employer contribution / active EE | $961 | $1,181-18.6% | $2,413-60.2% | $2,506-61.7% |
| Participant deferral / active EE | $3,213 | $3,170+1.4% | $3,985-19.4% | $4,310-25.5% |
| Admin fee / account holder | $166 | $160+4.0% | $6,832-97.6% | $188-11.6% |