Filed March 26, 1999 (most recent of 2 filings on file)
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 | $140,351 |
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 | $179,024 | $100,801+77.6% | $149,696+19.6% | $73,409+143.9% |
| Participation rate | 96.3% | 77.7%+18.6pp | 82.5%+13.8pp | 72.2%+24.1pp |
| Annual return | 27.98% | 265.34%-237.4pp | 276.60%-248.6pp | 59.29%-31.3pp |
| Employer contribution / active EE | $4,648 | $3,312+40.4% | $4,644+0.1% | $2,234+108.1% |
| Participant deferral / active EE | $10,253 | $6,404+60.1% | $6,842+49.9% | $3,805+169.4% |
| Admin fee / account holder | $188 | $181+4.2% | $9,309-98.0% | $158+19.4% |