Filed January 30, 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 | $318,072 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $145,322 |
CROWE LLP6 years Service code 99 · EIN 35-0921680 | Other Fees | $38,776 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,850 | $110,299+16.8% | $102,423+25.8% | $199,593-35.4% |
| Participation rate | 95.3% | 86.3%+9.0pp | 76.5%+18.8pp | 72.0%+23.4pp |
| Annual return | 14.15% | 35.73%-21.6pp | 29.32%-15.2pp | 34.25%-20.1pp |
| Employer contribution / active EE | $3,602 | $3,6030% | $3,023+19.1% | $3,034+18.7% |
| Participant deferral / active EE | $8,299 | $6,376+30.2% | $5,053+64.2% | $5,087+63.1% |
| Admin fee / account holder | $213 | $122+74.1% | $9,451-97.7% | $269-20.8% |