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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $7,243 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,502 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,248 | $49,451+159.3% | $79,550+61.2% | $66,914+91.7% |
| Participation rate | 97.8% | 61.3%+36.5pp | 69.5%+28.3pp | 69.8%+28.0pp |
| Annual return | -16.73% | 84.25%-101.0pp | 0.16%-16.9pp | 1.58%-18.3pp |
| Employer contribution / active EE | $3,720 | $1,266+193.9% | $2,413+54.2% | $2,544+46.2% |
| Participant deferral / active EE | $2,454 | $3,159-22.3% | $3,985-38.4% | $4,237-42.1% |
| Admin fee / account holder | $72 | $595-88.0% | $6,832-99.0% | $593-87.9% |