Filed March 8, 1993
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 | $127,361 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,375 | $79,519+35.0% | $95,952+11.9% | $73,409+46.3% |
| Participation rate | 97.6% | 81.2%+16.4pp | 77.1%+20.5pp | 72.2%+25.4pp |
| Annual return | 13.21% | 19.20%-6.0pp | 91.61%-78.4pp | 59.29%-46.1pp |
| Employer contribution / active EE | $2,969 | $2,048+45.0% | $2,541+16.9% | $2,234+32.9% |
| Participant deferral / active EE | $3,411 | $4,138-17.6% | $4,167-18.1% | $3,805-10.4% |
| Admin fee / account holder | $112 | $184-39.2% | $6,795-98.4% | $158-29.1% |