Filed August 1, 1996 (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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,365 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,828 | $71,802+59.9% | $133,980-14.3% | $57,658+99.2% |
| Participation rate | 97.3% | 85.5%+11.9pp | 87.1%+10.3pp | 70.2%+27.1pp |
| Annual return | 7.32% | 13.51%-6.2pp | 29.30%-22.0pp | 5.13%+2.2pp |
| Employer contribution / active EE | $2,402 | $3,161-24.0% | $5,211-53.9% | $1,974+21.7% |
| Participant deferral / active EE | $6,965 | $4,606+51.2% | $6,282+10.9% | $3,061+127.6% |
| Admin fee / account holder | $1 | $88-98.9% | $9,324-100.0% | $95-98.9% |