Filed August 24, 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.10+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $42,107 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $250,525 | $155,364+61.3% | $103,476+142.1% | $77,643+222.7% |
| Participation rate | 99.8% | 85.5%+14.3pp | 80.5%+19.3pp | 70.6%+29.2pp |
| Annual return | 13.93% | 19.02%-5.1pp | 23.90%-10.0pp | 31.24%-17.3pp |
| Employer contribution / active EE | $5,206 | $5,949-12.5% | $4,672+11.4% | $2,726+91.0% |
| Participant deferral / active EE | $11,196 | $8,482+32.0% | $6,623+69.1% | $4,647+140.9% |
| Admin fee / account holder | $84 | $503-83.3% | $9,413-99.1% | $430-80.5% |