Filed May 21, 1997 (most recent of 2 filings on file)
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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $73,607 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $5,140 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,038 | $45,719-23.4% | $96,139-63.6% | $93,030-62.3% |
| Participation rate | 92.8% | 45.8%+47.0pp | 68.4%+24.4pp | 73.9%+18.9pp |
| Annual return | 47.83% | 3211.95%-3164.1pp | 191.94%-144.1pp | 158.70%-110.9pp |
| Employer contribution / active EE | $1,113 | $1,139-2.3% | $2,797-60.2% | $2,706-58.9% |
| Participant deferral / active EE | $3,241 | $2,344+38.2% | $4,349-25.5% | $4,562-29.0% |
| Admin fee / account holder | $29 | $128-77.2% | $5,537-99.5% | $152-80.8% |