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 |
|---|---|---|
LEGACY PROFESSIONALS LLP3 years Filed as: LEGACY ASSET MANAGEMENT, INC Service code 27 · EIN 76-0574055 | Advisory (Plan) | $33,534 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,285 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,515 | $53,165+17.6% | $86,188-27.5% | $74,419-16.0% |
| Participation rate | 61.9% | 64.9%-3.0pp | 69.0%-7.1pp | 70.7%-8.9pp |
| Annual return | 21.54% | 22.64%-1.1pp | 1168.45%-1146.9pp | 34.38%-12.8pp |
| Employer contribution / active EE | $996 | $1,210-17.7% | $2,380-58.2% | $2,637-62.2% |
| Participant deferral / active EE | $3,290 | $3,234+1.7% | $3,985-17.5% | $4,528-27.4% |
| Admin fee / account holder | $159 | $551-71.2% | $6,852-97.7% | $348-54.3% |