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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $53,948 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,806 | $70,106+38.1% | $80,975+19.6% | $63,975+51.3% |
| Participation rate | 98.8% | 79.4%+19.4pp | 75.8%+23.0pp | 71.1%+27.6pp |
| Annual return | 9.42% | 13.93%-4.5pp | 17.10%-7.7pp | 48.65%-39.2pp |
| Employer contribution / active EE | $4,176 | $2,042+104.5% | $3,714+12.4% | $2,182+91.4% |
| Participant deferral / active EE | $7,935 | $5,245+51.3% | $5,696+39.3% | $3,356+136.4% |
| Admin fee / account holder | $12 | $57-78.6% | $5,516-99.8% | $70-82.7% |