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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,275 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $127,040 | $81,537+55.8% | $149,718-15.1% | $69,631+82.4% |
| Participation rate | 96.2% | 86.1%+10.0pp | 87.1%+9.1pp | 70.7%+25.5pp |
| Annual return | 14.67% | 22.79%-8.1pp | 1501.63%-1487.0pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $2,386 | $3,239-26.3% | $5,445-56.2% | $2,032+17.4% |
| Participant deferral / active EE | $7,400 | $4,994+48.2% | $6,569+12.7% | $3,224+129.6% |
| Admin fee / account holder | $1 | $107-99.2% | $11,283-100.0% | $110-99.2% |