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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $126,668 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,869 | $99,078-4.2% | $96,544-1.7% | $74,419+27.5% |
| Participation rate | 97.5% | 80.7%+16.8pp | 76.0%+21.6pp | 70.7%+26.8pp |
| Annual return | 16.27% | 22.48%-6.2pp | 25.84%-9.6pp | 34.38%-18.1pp |
| Employer contribution / active EE | $4,013 | $2,570+56.2% | $2,965+35.4% | $2,637+52.2% |
| Participant deferral / active EE | $4,482 | $4,933-9.2% | $4,851-7.6% | $4,528-1.0% |
| Admin fee / account holder | $106 | $225-52.7% | $8,252-98.7% | $348-69.4% |