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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $75,824 |
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 | $26,582 | $37,317-28.8% | $77,024-65.5% | $77,904-65.9% |
| Participation rate | 94.5% | 46.9%+47.6pp | 67.9%+26.6pp | 73.7%+20.8pp |
| Annual return | -15.57% | -5.88%-9.7pp | 42.32%-57.9pp | 12.21%-27.8pp |
| Employer contribution / active EE | $1,214 | $1,218-0.3% | $2,812-56.8% | $2,848-57.4% |
| Participant deferral / active EE | $3,485 | $2,564+35.9% | $4,426-21.3% | $4,806-27.5% |
| Admin fee / account holder | $21 | $126-83.0% | $5,425-99.6% | $133-83.9% |