Filed July 25, 1989
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 | $137,079 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,571 | $71,957+121.8% | $67,652+135.9% | $59,188+169.6% |
| Participation rate | 97.9% | 82.7%+15.2pp | 75.7%+22.2pp | 69.4%+28.4pp |
| Annual return | 0.17% | 8.53%-8.4pp | 6625.04%-6624.9pp | 5.51%-5.3pp |
| Employer contribution / active EE | $3,575 | $2,432+47.0% | $2,266+57.8% | $2,098+70.4% |
| Participant deferral / active EE | $7,176 | $4,211+70.4% | $3,560+101.6% | $3,265+119.8% |
| Admin fee / account holder | $102 | $64+59.5% | $4,821-97.9% | $92+11.0% |