Filed June 14, 1991
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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,676 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,223 | $102,553+39.7% | $151,611-5.5% | $66,914+114.0% |
| Participation rate | 96.7% | 85.5%+11.2pp | 87.5%+9.3pp | 69.8%+26.9pp |
| Annual return | -12.64% | -10.82%-1.8pp | 3.33%-16.0pp | 1.58%-14.2pp |
| Employer contribution / active EE | $2,043 | $4,180-51.1% | $6,166-66.9% | $2,544-19.7% |
| Participant deferral / active EE | $8,899 | $6,641+34.0% | $8,363+6.4% | $4,237+110.0% |
| Admin fee / account holder | $40 | $630-93.6% | $11,616-99.7% | $593-93.2% |