Filed January 17, 1997 (most recent of 2 filings on file)
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.2+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $3,540,957 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $451,712 |
MORRIS DAVIS CHAN & TAN LLP2+ years Service code 10 · EIN 94-2214860 | Accounting | $120,663 |
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 | $508,650 | $169,122+200.8% | $77,999+552.1% | $329,111+54.6% |
| Participation rate | 98.3% | 88.4%+10.0pp | 75.5%+22.8pp | 67.9%+30.5pp |
| Annual return | 20.62% | 11.00%+9.6pp | 425.96%-405.3pp | 16.35%+4.3pp |
| Employer contribution / active EE | $12,121 | $5,827+108.0% | $2,470+390.7% | $2,303+426.2% |
| Participant deferral / active EE | $15,336 | $8,046+90.6% | $3,497+338.6% | $3,682+316.5% |
| Admin fee / account holder | $90 | $83+9.0% | $5,480-98.4% | $754-88.1% |