Filed October 1, 1993
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 Service code 15 · EIN 23-1945930 | Recordkeeping | $213,566 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,410 | $115,744-6.3% | $100,391+8.0% | $199,593-45.7% |
| Participation rate | 97.9% | 85.7%+12.2pp | 81.5%+16.4pp | 72.0%+25.9pp |
| Annual return | 13.30% | 17.79%-4.5pp | 49.20%-35.9pp | 34.25%-21.0pp |
| Employer contribution / active EE | $3,109 | $3,657-15.0% | $3,942-21.1% | $3,034+2.5% |
| Participant deferral / active EE | $11,885 | $9,844+20.7% | $8,082+47.1% | $5,087+133.6% |
| Admin fee / account holder | $86 | $93-7.8% | $7,899-98.9% | $269-68.1% |