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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $448,283 |
TROUTMAN SANDERS LLP3 years Service code 16 · EIN 58-0946915 | Consulting | $64,284 |
CROWE LLP1 year Service code 99 · EIN 35-0921680 | Other Fees | $14,521 |
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 | $110,294 | $105,247+4.8% | $87,100+26.6% | $77,787+41.8% |
| Participation rate | 96.2% | 85.8%+10.4pp | 76.9%+19.3pp | 73.2%+23.0pp |
| Annual return | 20.75% | 24.52%-3.8pp | 28.19%-7.4pp | 32.57%-11.8pp |
| Employer contribution / active EE | $3,492 | $2,895+20.6% | $2,521+38.5% | $2,504+39.4% |
| Participant deferral / active EE | $5,974 | $5,060+18.1% | $4,049+47.5% | $3,967+50.6% |
| Admin fee / account holder | $139 | $104+32.8% | $7,497-98.1% | $100+38.6% |