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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $185,739 |
Filed as: HARTER SECREST & EMERY, LLP Service code 29 · EIN 16-0766172 | Legal | $11,232 |
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 | $172,772 | $78,852+119.1% | $76,768+125.1% | $75,289+129.5% |
| Participation rate | 98.0% | 85.0%+13.1pp | 77.0%+21.1pp | 72.4%+25.6pp |
| Annual return | -4.07% | -1.29%-2.8pp | 2.43%-6.5pp | -0.04%-4.0pp |
| Employer contribution / active EE | $3,692 | $2,794+32.1% | $2,485+48.6% | $2,405+53.5% |
| Participant deferral / active EE | $7,488 | $4,800+56.0% | $3,852+94.4% | $3,739+100.3% |
| Admin fee / account holder | $143 | $79+81.2% | $6,675-97.9% | $102+39.9% |