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.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $8,872 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,924 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,778 | $54,701+162.8% | $86,188+66.8% | $71,457+101.2% |
| Participation rate | 91.0% | 60.1%+30.9pp | 69.0%+22.0pp | 67.9%+23.0pp |
| Annual return | 16.33% | 20.06%-3.7pp | 1168.45%-1152.1pp | 28.85%-12.5pp |
| Employer contribution / active EE | $6,216 | $1,265+391.3% | $2,380+161.1% | $2,588+140.2% |
| Participant deferral / active EE | $2,408 | $3,108-22.5% | $3,985-39.6% | $4,289-43.9% |
| Admin fee / account holder | $98 | $1,922-94.9% | $6,852-98.6% | $1,587-93.8% |