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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $123,440 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,169 | $185,342-38.9% | $111,297+1.7% | $86,799+30.4% |
| Participation rate | 97.3% | 81.0%+16.3pp | 77.3%+20.0pp | 72.3%+25.0pp |
| Annual return | 13.39% | 500.80%-487.4pp | 54.65%-41.3pp | 97.91%-84.5pp |
| Employer contribution / active EE | $3,344 | $2,246+48.9% | $2,731+22.5% | $2,405+39.0% |
| Participant deferral / active EE | $3,964 | $4,458-11.1% | $4,487-11.7% | $4,131-4.0% |
| Admin fee / account holder | $112 | $255-56.3% | $7,964-98.6% | $170-34.2% |