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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $94,671 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,348 | $40,278-32.1% | $80,569-66.1% | $80,160-65.9% |
| Participation rate | 95.6% | 47.5%+48.0pp | 67.0%+28.6pp | 72.9%+22.6pp |
| Annual return | 19.86% | 50.86%-31.0pp | 935.43%-915.6pp | 40.38%-20.5pp |
| Employer contribution / active EE | $1,292 | $1,332-3.0% | $2,723-52.6% | $2,978-56.6% |
| Participant deferral / active EE | $3,618 | $2,696+34.2% | $4,447-18.7% | $5,017-27.9% |
| Admin fee / account holder | $20 | $210-90.6% | $5,377-99.6% | $145-86.3% |