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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $122,305 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,165 | $104,317+70.8% | $159,436+11.7% | $86,799+105.3% |
| Participation rate | 96.7% | 77.7%+19.0pp | 82.8%+13.9pp | 72.3%+24.4pp |
| Annual return | 19.89% | 26.32%-6.4pp | 263.57%-243.7pp | 97.91%-78.0pp |
| Employer contribution / active EE | $4,756 | $3,451+37.8% | $4,829-1.5% | $2,405+97.7% |
| Participant deferral / active EE | $10,257 | $6,837+50.0% | $7,352+39.5% | $4,131+148.3% |
| Admin fee / account holder | $137 | $172-20.7% | $10,799-98.7% | $170-19.4% |