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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $115,696 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,473 | $82,202+58.7% | $125,339+4.1% | $64,808+101.3% |
| Participation rate | 95.3% | 77.9%+17.4pp | 82.4%+12.9pp | 71.5%+23.8pp |
| Annual return | -19.07% | 3.48%-22.6pp | 572.05%-591.1pp | 32.82%-51.9pp |
| Employer contribution / active EE | $4,986 | $3,615+37.9% | $4,814+3.6% | $2,506+99.0% |
| Participant deferral / active EE | $10,207 | $7,175+42.3% | $7,446+37.1% | $4,310+136.8% |
| Admin fee / account holder | $114 | $163-29.9% | $10,010-98.9% | $188-39.1% |