Filed March 18, 1996
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 | $73,075 |
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 | $54,958 | $43,466+26.4% | $90,951-39.6% | $90,288-39.1% |
| Participation rate | 96.6% | 62.5%+34.1pp | 69.0%+27.5pp | 73.4%+23.2pp |
| Annual return | 13.37% | 25.26%-11.9pp | 134.60%-121.2pp | 53.97%-40.6pp |
| Employer contribution / active EE | $1,042 | $840+24.1% | $2,122-50.9% | $2,524-58.7% |
| Participant deferral / active EE | $2,924 | $2,138+36.8% | $3,373-13.3% | $4,232-30.9% |
| Admin fee / account holder | $37 | $92-59.6% | $5,959-99.4% | $114-67.4% |