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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $163,429 |
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 | $77,549 | $102,389-24.3% | $100,516-22.8% | $90,288-14.1% |
| Participation rate | 90.2% | 84.0%+6.2pp | 79.4%+10.8pp | 73.4%+16.9pp |
| Annual return | 16.90% | 22.50%-5.6pp | 30.89%-14.0pp | 53.97%-37.1pp |
| Employer contribution / active EE | $1,439 | $3,056-52.9% | $3,418-57.9% | $2,524-43.0% |
| Participant deferral / active EE | $7,245 | $7,514-3.6% | $6,270+15.5% | $4,232+71.2% |
| Admin fee / account holder | $63 | $83-24.0% | $8,081-99.2% | $114-44.5% |