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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $62,347 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $24,528 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,765 | $39,973+27.0% | $79,550-36.2% | $77,904-34.8% |
| Participation rate | 96.4% | 64.6%+31.8pp | 69.5%+26.9pp | 73.7%+22.7pp |
| Annual return | -14.37% | 3.42%-17.8pp | 0.16%-14.5pp | 12.21%-26.6pp |
| Employer contribution / active EE | $1,118 | $1,088+2.7% | $2,413-53.7% | $2,848-60.8% |
| Participant deferral / active EE | $3,372 | $2,774+21.5% | $3,985-15.4% | $4,806-29.8% |
| Admin fee / account holder | $44 | $113-61.2% | $6,832-99.4% | $133-66.9% |