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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $108,429 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,094 | $70,106-31.4% | $80,975-40.6% | $63,975-24.8% |
| Participation rate | 97.4% | 79.4%+18.0pp | 75.8%+21.6pp | 71.1%+26.2pp |
| Annual return | 10.06% | 13.93%-3.9pp | 17.10%-7.0pp | 48.65%-38.6pp |
| Employer contribution / active EE | $1,249 | $2,042-38.8% | $3,714-66.4% | $2,182-42.8% |
| Participant deferral / active EE | $6,191 | $5,245+18.0% | $5,696+8.7% | $3,356+84.4% |
| Admin fee / account holder | $51 | $57-10.9% | $5,516-99.1% | $70-27.9% |