Filed September 15, 1992
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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $105,831 |
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 | $162,462 | $59,186+174.5% | $76,768+111.6% | $56,287+188.6% |
| Participation rate | 91.2% | 75.2%+15.9pp | 77.0%+14.2pp | 69.9%+21.3pp |
| Annual return | -3.23% | 6.62%-9.8pp | 2.43%-5.7pp | -9.96%+6.7pp |
| Employer contribution / active EE | $6,601 | $1,759+275.4% | $2,485+165.6% | $2,111+212.7% |
| Participant deferral / active EE | $9,114 | $3,255+180.0% | $3,852+136.6% | $3,350+172.1% |
| Admin fee / account holder | $136 | $489-72.2% | $6,675-98.0% | $521-73.9% |