Filed May 25, 1995 (most recent of 2 filings on file)
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 | $1,700 |
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 | $178,022 | $66,302+168.5% | $110,238+61.5% | $56,287+216.3% |
| Participation rate | 99.0% | 74.9%+24.1pp | 79.8%+19.1pp | 69.9%+29.1pp |
| Annual return | -3.99% | -1.18%-2.8pp | 314.74%-318.7pp | -9.96%+6.0pp |
| Employer contribution / active EE | $5,158 | $2,047+152.0% | $3,826+34.8% | $2,111+144.4% |
| Participant deferral / active EE | $7,250 | $3,381+114.4% | $4,672+55.2% | $3,350+116.4% |
| Admin fee / account holder | $3 | $698-99.5% | $8,547-100.0% | $521-99.4% |