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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $132,466 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $32,507 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,062 | $72,254+168.6% | $86,677+123.9% | $64,808+199.4% |
| Participation rate | 97.2% | 80.4%+16.8pp | 76.6%+20.6pp | 71.5%+25.7pp |
| Annual return | -15.12% | 392.42%-407.5pp | 35.91%-51.0pp | 32.82%-47.9pp |
| Employer contribution / active EE | $3,913 | $2,393+63.5% | $2,836+37.9% | $2,506+56.1% |
| Participant deferral / active EE | $7,535 | $4,658+61.8% | $4,656+61.8% | $4,310+74.8% |
| Admin fee / account holder | $136 | $174-21.7% | $7,493-98.2% | $188-27.5% |