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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $38,516 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,162 | $68,092+29.5% | $73,307+20.3% | $59,188+49.0% |
| Participation rate | 99.2% | 78.1%+21.1pp | 74.9%+24.3pp | 69.4%+29.8pp |
| Annual return | -0.86% | 5.93%-6.8pp | 5.67%-6.5pp | 5.51%-6.4pp |
| Employer contribution / active EE | $4,091 | $2,018+102.7% | $3,237+26.4% | $2,098+95.0% |
| Participant deferral / active EE | $7,542 | $5,041+49.6% | $4,991+51.1% | $3,265+131.0% |
| Admin fee / account holder | $8 | $630-98.8% | $5,637-99.9% | $92-91.7% |