Filed October 2, 1992
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 Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $103,975 |
ELLWOOD ASSOCIATES2+ years Service code 27 · EIN 36-3121777 | Advisory (Plan) | $73,776 |
BLUM SHAPIRO1 year Filed as: CLIFTONLARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $12,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $280,599 | $80,177+250.0% | $123,892+126.5% | $57,658+386.7% |
| Participation rate | 96.0% | 74.4%+21.5pp | 81.4%+14.6pp | 70.2%+25.8pp |
| Annual return | 7.40% | 17.90%-10.5pp | 47.52%-40.1pp | 5.13%+2.3pp |
| Employer contribution / active EE | $8,772 | $2,913+201.2% | $4,617+90.0% | $1,974+344.4% |
| Participant deferral / active EE | $8,415 | $5,130+64.0% | $5,984+40.6% | $3,061+175.0% |
| Admin fee / account holder | $346 | $106+225.4% | $8,357-95.9% | $95+266.0% |