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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,700 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $7,241 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,719 | $59,417+145.2% | $93,606+55.7% | $74,495+95.6% |
| Participation rate | 95.0% | 59.7%+35.4pp | 68.7%+26.3pp | 67.2%+27.8pp |
| Annual return | 12.69% | 81.83%-69.1pp | 133.20%-120.5pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $4,251 | $1,264+236.4% | $2,420+75.7% | $2,623+62.0% |
| Participant deferral / active EE | $2,850 | $3,050-6.6% | $4,411-35.4% | $4,346-34.4% |
| Admin fee / account holder | $105 | $3,021-96.5% | $8,285-98.7% | $1,942-94.6% |