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.9+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 PO BOX 780216 · PHILADELPHIA, PA 19178 | Recordkeeping | $79,298 |
Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $77,258 |
CLIFTONLARSONALLEN LLP9+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 PO BOX 31001-2443 · PASADENA, CA 91110 | Accounting | $19,425 |
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 | $382,490 | $95,274+301.5% | $135,903+181.4% | $74,419+414.0% |
| Participation rate | 98.1% | 78.2%+19.9pp | 81.9%+16.2pp | 70.7%+27.4pp |
| Annual return | 37.06% | 32.77%+4.3pp | 68.23%-31.2pp | 34.38%+2.7pp |
| Employer contribution / active EE | $12,337 | $3,874+218.4% | $4,856+154.0% | $2,637+367.8% |
| Participant deferral / active EE | $12,434 | $7,782+59.8% | $7,758+60.3% | $4,528+174.6% |
| Admin fee / account holder | $398 | $266+49.7% | $10,762-96.3% | $348+14.5% |