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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $104,526 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,206 | $80,360+39.6% | $90,160+24.5% | $77,958+43.9% |
| Participation rate | 98.9% | 81.9%+17.0pp | 76.9%+22.0pp | 71.6%+27.3pp |
| Annual return | 18.44% | 24.56%-6.1pp | 34.88%-16.4pp | 20.87%-2.4pp |
| Employer contribution / active EE | $4,465 | $2,326+92.0% | $3,318+34.6% | $2,310+93.2% |
| Participant deferral / active EE | $8,377 | $5,829+43.7% | $5,288+58.4% | $3,537+136.9% |
| Admin fee / account holder | $25 | $64-60.7% | $5,943-99.6% | $97-74.3% |