Filed February 11, 1998
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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $55,842 |
WEALTHPLAN ADVISORS LLC1 year Filed as: WEALTHPLAN ADVISORS Service code 27 7272 E. INDIAN SCHOOL RD · SCOTTSDALE, AZ 85251 | Advisory (Plan) | $16,897 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,188 | $62,928-90.2% | $172,739-96.4% | $67,579-90.8% |
| Participation rate | 95.9% | 64.5%+31.4pp | 82.6%+13.2pp | 71.3%+24.6pp |
| Annual return | 24.33% | 30.36%-6.0pp | 802.84%-778.5pp | 378.56%-354.2pp |
| Employer contribution / active EE | $1,141 | $1,636-30.3% | $5,143-77.8% | $2,148-46.9% |
| Participant deferral / active EE | $1,280 | $2,145-40.3% | $5,198-75.4% | $3,539-63.8% |
| Admin fee / account holder | $105 | $167-37.3% | $13,954-99.3% | $142-26.5% |