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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,334 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $6,667 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,142 | $130,194+27.6% | $169,993-2.3% | $71,457+132.5% |
| Participation rate | 97.0% | 86.1%+10.9pp | 87.0%+10.0pp | 67.9%+29.1pp |
| Annual return | 13.71% | 20.37%-6.7pp | 53.37%-39.7pp | 28.85%-15.1pp |
| Employer contribution / active EE | $2,342 | $4,381-46.5% | $6,785-65.5% | $2,588-9.5% |
| Participant deferral / active EE | $9,488 | $6,923+37.0% | $10,408-8.8% | $4,289+121.2% |
| Admin fee / account holder | $46 | $966-95.3% | $12,815-99.6% | $1,587-97.1% |