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.8+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 PO BOX 780216 · PHILADELPHIA, PA 19178 | Recordkeeping | $82,568 |
Filed as: CAPFINANCIAL PARTNERS LLP Service code 27 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $77,422 |
CLIFTONLARSONALLEN LLP5 years Service code 10 · EIN 41-0746749 PO BOX 31001-2443 · PASADENA, CA 911102443 | Accounting | $17,325 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,502 | $82,202+244.9% | $125,339+126.2% | $64,808+337.4% |
| Participation rate | 95.9% | 77.9%+18.1pp | 82.4%+13.6pp | 71.5%+24.5pp |
| Annual return | -9.17% | 3.48%-12.6pp | 572.05%-581.2pp | 32.82%-42.0pp |
| Employer contribution / active EE | $9,412 | $3,615+160.3% | $4,814+95.5% | $2,506+275.6% |
| Participant deferral / active EE | $9,295 | $7,175+29.6% | $7,446+24.8% | $4,310+115.7% |
| Admin fee / account holder | $379 | $163+132.3% | $10,010-96.2% | $188+101.9% |