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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $173,080 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,872 | $71,106-32.7% | $83,333-42.6% | $75,289-36.4% |
| Participation rate | 90.9% | 82.0%+8.9pp | 77.8%+13.1pp | 72.4%+18.4pp |
| Annual return | -4.91% | -0.56%-4.3pp | 10.63%-15.5pp | -0.04%-4.9pp |
| Employer contribution / active EE | $2,193 | $2,436-9.9% | $3,379-35.1% | $2,405-8.8% |
| Participant deferral / active EE | $6,829 | $6,249+9.3% | $5,565+22.7% | $3,739+82.7% |
| Admin fee / account holder | $63 | $72-13.2% | $7,510-99.2% | $102-38.6% |