Filed March 22, 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 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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $117,522 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $35,575 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,635 | $115,744+28.4% | $100,391+48.1% | $199,593-25.5% |
| Participation rate | 96.9% | 85.7%+11.2pp | 81.5%+15.4pp | 72.0%+24.9pp |
| Annual return | 7.57% | 17.79%-10.2pp | 49.20%-41.6pp | 34.25%-26.7pp |
| Employer contribution / active EE | $5,427 | $3,657+48.4% | $3,942+37.7% | $3,034+78.9% |
| Participant deferral / active EE | $11,289 | $9,844+14.7% | $8,082+39.7% | $5,087+121.9% |
| Admin fee / account holder | $33 | $93-64.5% | $7,899-99.6% | $269-87.7% |