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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,655 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $9,409 |
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 | $175,638 | $122,239+43.7% | $184,203-4.6% | $74,495+135.8% |
| Participation rate | 96.7% | 85.5%+11.2pp | 86.8%+9.9pp | 67.2%+29.5pp |
| Annual return | 10.39% | 19.95%-9.6pp | 28.81%-18.4pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $5,386 | $4,537+18.7% | $6,427-16.2% | $2,623+105.3% |
| Participant deferral / active EE | $10,603 | $7,139+48.5% | $9,131+16.1% | $4,346+144.0% |
| Admin fee / account holder | $59 | $1,260-95.3% | $13,901-99.6% | $1,942-96.9% |