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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $164,611 |
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 | $171,818 | $80,211+114.2% | $74,183+131.6% | $63,975+168.6% |
| Participation rate | 99.1% | 84.2%+14.9pp | 76.6%+22.4pp | 71.1%+27.9pp |
| Annual return | 8.18% | 14.13%-5.9pp | 17.74%-9.6pp | 48.65%-40.5pp |
| Employer contribution / active EE | $3,697 | $2,553+44.8% | $2,370+56.0% | $2,182+69.5% |
| Participant deferral / active EE | $7,289 | $4,370+66.8% | $3,550+105.4% | $3,356+117.2% |
| Admin fee / account holder | $123 | $67+83.0% | $5,586-97.8% | $70+74.6% |