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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $177,395 |
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 | $192,523 | $88,730+117.0% | $82,313+133.9% | $77,958+147.0% |
| Participation rate | 98.1% | 84.5%+13.6pp | 76.9%+21.2pp | 71.6%+26.5pp |
| Annual return | 15.35% | 20.88%-5.5pp | 25.88%-10.5pp | 20.87%-5.5pp |
| Employer contribution / active EE | $3,710 | $2,758+34.5% | $2,428+52.8% | $2,310+60.6% |
| Participant deferral / active EE | $7,241 | $4,634+56.3% | $3,706+95.4% | $3,537+104.8% |
| Admin fee / account holder | $130 | $74+75.2% | $5,608-97.7% | $97+33.1% |