Filed January 16, 1998
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 | $644,891 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,326 | $127,481+61.8% | $149,696+37.8% | $90,288+128.5% |
| Participation rate | 96.7% | 78.2%+18.5pp | 82.5%+14.2pp | 73.4%+23.4pp |
| Annual return | 14.54% | 57.78%-43.2pp | 276.60%-262.1pp | 53.97%-39.4pp |
| Employer contribution / active EE | $2,584 | $3,448-25.0% | $4,644-44.4% | $2,524+2.4% |
| Participant deferral / active EE | $9,507 | $6,975+36.3% | $6,842+38.9% | $4,232+124.6% |
| Admin fee / account holder | $107 | $152-29.2% | $9,309-98.8% | $114-5.8% |