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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,100 |
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 | $107,143 | $65,592+63.3% | $90,160+18.8% | $69,631+53.9% |
| Participation rate | 98.0% | 77.6%+20.4pp | 76.9%+21.1pp | 70.7%+27.3pp |
| Annual return | 34.67% | 57.10%-22.4pp | 34.88%-0.2pp | 27571.02%-27536.4pp |
| Employer contribution / active EE | $5,975 | $2,193+172.5% | $3,318+80.1% | $2,032+194.0% |
| Participant deferral / active EE | $8,914 | $5,257+69.6% | $5,288+68.6% | $3,224+176.5% |
| Admin fee / account holder | $1 | $86-98.4% | $5,943-100.0% | $110-98.7% |