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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $186,179 |
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 | $247,612 | $79,519+211.4% | $95,952+158.1% | $73,409+237.3% |
| Participation rate | 97.3% | 81.2%+16.1pp | 77.1%+20.2pp | 72.2%+25.1pp |
| Annual return | 12.41% | 19.20%-6.8pp | 91.61%-79.2pp | 59.29%-46.9pp |
| Employer contribution / active EE | $1,840 | $2,048-10.1% | $2,541-27.6% | $2,234-17.6% |
| Participant deferral / active EE | $7,166 | $4,138+73.2% | $4,167+72.0% | $3,805+88.3% |
| Admin fee / account holder | $162 | $184-12.1% | $6,795-97.6% | $158+2.6% |