Filed September 8, 1995
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 | $302,615 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $65,963 |
KPMG LLP10+ years Service code 10 · EIN 13-5565207 | Accounting | $36,054 |
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 | $206,547 | $145,877+41.6% | $150,045+37.7% | $102,872+100.8% |
| Participation rate | 97.5% | 79.8%+17.6pp | 82.3%+15.2pp | 73.0%+24.4pp |
| Annual return | 16.26% | 21.37%-5.1pp | 62.55%-46.3pp | 19.06%-2.8pp |
| Employer contribution / active EE | $6,195 | $4,710+31.5% | $4,693+32.0% | $3,526+75.7% |
| Participant deferral / active EE | $9,660 | $9,491+1.8% | $7,997+20.8% | $5,535+74.5% |
| Admin fee / account holder | $104 | $176-40.7% | $13,435-99.2% | $292-64.3% |