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 Service code 15 · EIN 23-1945930 | Recordkeeping | $113,418 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,724 | $71,106+45.9% | $83,333+24.5% | $75,289+37.8% |
| Participation rate | 98.0% | 82.0%+16.0pp | 77.8%+20.2pp | 72.4%+25.5pp |
| Annual return | -5.36% | -0.56%-4.8pp | 10.63%-16.0pp | -0.04%-5.3pp |
| Employer contribution / active EE | $4,123 | $2,436+69.3% | $3,379+22.0% | $2,405+71.5% |
| Participant deferral / active EE | $8,321 | $6,249+33.2% | $5,565+49.5% | $3,739+122.6% |
| Admin fee / account holder | $28 | $72-60.9% | $7,510-99.6% | $102-72.4% |