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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $210,029 |
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 | $73,756 | $87,621-15.8% | $86,436-14.7% | $77,904-5.3% |
| Participation rate | 97.4% | 85.8%+11.6pp | 80.3%+17.1pp | 73.7%+23.7pp |
| Annual return | -15.74% | -13.90%-1.8pp | 4394.89%-4410.6pp | 12.21%-27.9pp |
| Employer contribution / active EE | $2,960 | $3,474-14.8% | $3,769-21.5% | $2,848+3.9% |
| Participant deferral / active EE | $9,143 | $8,645+5.8% | $6,952+31.5% | $4,806+90.2% |
| Admin fee / account holder | $72 | $85-15.0% | $6,731-98.9% | $133-45.7% |