Filed April 28, 1995
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 9-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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $50 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,146 | $56,640+48.6% | $80,975+3.9% | $57,658+45.9% |
| Participation rate | 92.6% | 75.9%+16.8pp | 75.8%+16.8pp | 70.2%+22.4pp |
| Annual return | 0.00% | 19.97%-20.0pp | 17.10%-17.1pp | 5.13%-5.1pp |
| Employer contribution / active EE | $225 | $2,085-89.2% | $3,714-93.9% | $1,974-88.6% |
| Participant deferral / active EE | $372 | $4,944-92.5% | $5,696-93.5% | $3,061-87.9% |
| Admin fee / account holder | $0 | $87-100.0% | $5,516-100.0% | $95-100.0% |