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.6+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $115,611 |
ELLWOOD ASSOCIATES6+ years Service code 27 · EIN 36-3121777 | Advisory (Plan) | $75,270 |
EDBERG & PERRY INC1 year Filed as: EDBERG PERRY LLC Service code 10 · EIN 83-2658560 | Accounting | $10,915 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $8,031 |
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 | $392,498 | $100,801+289.4% | $149,696+162.2% | $73,409+434.7% |
| Participation rate | 95.7% | 77.7%+18.0pp | 82.5%+13.2pp | 72.2%+23.5pp |
| Annual return | 6.82% | 265.34%-258.5pp | 276.60%-269.8pp | 59.29%-52.5pp |
| Employer contribution / active EE | $8,915 | $3,312+169.2% | $4,644+92.0% | $2,234+299.1% |
| Participant deferral / active EE | $8,993 | $6,404+40.4% | $6,842+31.4% | $3,805+136.3% |
| Admin fee / account holder | $495 | $181+173.7% | $9,309-94.7% | $158+213.4% |