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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,180 |
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 | $251,980 | $86,655+190.8% | $119,609+110.7% | $66,914+276.6% |
| Participation rate | 98.0% | 75.6%+22.4pp | 79.3%+18.7pp | 69.8%+28.2pp |
| Annual return | -14.14% | -8.00%-6.1pp | -14.97%+0.8pp | 1.58%-15.7pp |
| Employer contribution / active EE | $5,240 | $2,536+106.7% | $4,232+23.8% | $2,544+106.0% |
| Participant deferral / active EE | $9,104 | $4,358+108.9% | $5,602+62.5% | $4,237+114.9% |
| Admin fee / account holder | $3 | $755-99.6% | $10,323-100.0% | $593-99.5% |