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.5+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $114,842 |
ELLWOOD ASSOCIATES5+ years Service code 27 · EIN 36-3121777 | Advisory (Plan) | $76,225 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $14,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $373,513 | $88,122+323.9% | $141,162+164.6% | $67,579+452.7% |
| Participation rate | 97.2% | 76.5%+20.7pp | 82.5%+14.7pp | 71.3%+25.9pp |
| Annual return | 20.13% | 75.40%-55.3pp | 71.39%-51.3pp | 378.56%-358.4pp |
| Employer contribution / active EE | $8,545 | $3,224+165.0% | $4,735+80.5% | $2,148+297.8% |
| Participant deferral / active EE | $9,939 | $5,958+66.8% | $6,709+48.1% | $3,539+180.8% |
| Admin fee / account holder | $423 | $131+222.8% | $10,261-95.9% | $142+197.0% |