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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $104,471 |
MEADEN & MOORE, LTD.1 year Filed as: MEADEN & MOORE Service code 10 · EIN 54-2084609 | Accounting | $14,000 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $13,144 |
KELLEY DRYE & WARREN LLP1 year Service code 29 · EIN 13-5335107 | Legal | $5,925 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,789 | $79,171+176.4% | $102,423+113.6% | $74,495+193.7% |
| Participation rate | 88.3% | 74.8%+13.5pp | 76.5%+11.8pp | 67.2%+21.1pp |
| Annual return | 11.68% | 54.93%-43.3pp | 29.32%-17.6pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $6,760 | $2,362+186.2% | $3,023+123.6% | $2,623+157.7% |
| Participant deferral / active EE | $11,915 | $4,415+169.9% | $5,053+135.8% | $4,346+174.2% |
| Admin fee / account holder | $204 | $2,001-89.8% | $9,451-97.8% | $1,942-89.5% |