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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,981 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC. Service code 99 | Other Fees | $0 |
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 | $131,514 | $49,138+167.6% | $84,015+56.5% | $65,185+101.8% |
| Participation rate | 98.5% | 60.7%+37.8pp | 69.0%+29.5pp | 70.2%+28.3pp |
| Annual return | 21.42% | 23.00%-1.6pp | 71.31%-49.9pp | 29.38%-8.0pp |
| Employer contribution / active EE | $2,891 | $914+216.4% | $1,983+45.8% | $2,177+32.8% |
| Participant deferral / active EE | $2,600 | $2,397+8.5% | $3,239-19.7% | $3,514-26.0% |
| Admin fee / account holder | $34 | $543-93.8% | $6,101-99.4% | $847-96.0% |