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 | $7,175 |
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 | $146,721 | $54,573+168.9% | $90,951+61.3% | $73,488+99.7% |
| Participation rate | 95.8% | 61.2%+34.7pp | 69.0%+26.8pp | 70.7%+25.2pp |
| Annual return | 14.76% | 16.69%-1.9pp | 134.60%-119.8pp | 28.51%-13.8pp |
| Employer contribution / active EE | $4,957 | $991+400.0% | $2,122+133.6% | $2,270+118.4% |
| Participant deferral / active EE | $2,694 | $2,517+7.0% | $3,373-20.1% | $3,740-28.0% |
| Admin fee / account holder | $47 | $521-91.0% | $5,959-99.2% | $513-90.9% |