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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,320 |
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 | $291,984 | $88,083+231.5% | $164,813+77.2% | $74,495+292.0% |
| Participation rate | 98.7% | 73.0%+25.6pp | 78.6%+20.1pp | 67.2%+31.5pp |
| Annual return | 13.07% | 17.26%-4.2pp | 69.93%-56.9pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $5,249 | $2,593+102.4% | $4,341+20.9% | $2,623+100.1% |
| Participant deferral / active EE | $9,769 | $4,498+117.2% | $6,031+62.0% | $4,346+124.8% |
| Admin fee / account holder | $3 | $2,234-99.9% | $12,690-100.0% | $1,942-99.8% |