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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $172,634 |
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 | $63,373 | $86,338-26.6% | $91,989-31.1% | $77,787-18.5% |
| Participation rate | 90.8% | 82.9%+7.8pp | 78.6%+12.1pp | 73.2%+17.5pp |
| Annual return | 25.95% | 29.65%-3.7pp | 69.02%-43.1pp | 32.57%-6.6pp |
| Employer contribution / active EE | $2,233 | $2,988-25.3% | $3,452-35.3% | $2,504-10.9% |
| Participant deferral / active EE | $7,120 | $6,908+3.1% | $5,923+20.2% | $3,967+79.5% |
| Admin fee / account holder | $62 | $79-21.6% | $7,743-99.2% | $100-37.8% |