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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,400 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,983 | $93,182+208.0% | $146,665+95.7% | $79,386+261.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 15.21% | 21.61%-6.4pp | 22.74%-7.5pp | 116.85%-101.6pp |
| Employer contribution / active EE | $6,236 | $2,420+157.7% | $4,136+50.8% | $2,427+156.9% |
| Participant deferral / active EE | $8,544 | $4,169+105.0% | $5,506+55.2% | $4,046+111.2% |
| Admin fee / account holder | $3 | $585-99.5% | $10,280-100.0% | $626-99.5% |