Filed September 2, 1994
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 6-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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $48,039 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $332,093 | $78,419+323.5% | $133,956+147.9% | $73,409+352.4% |
| Participation rate | 99.5% | 78.6%+20.9pp | 79.8%+19.7pp | 72.2%+27.4pp |
| Annual return | 16.01% | 33.35%-17.3pp | 45.09%-29.1pp | 59.29%-43.3pp |
| Employer contribution / active EE | $9,473 | $2,044+363.5% | $3,919+141.7% | $2,234+324.1% |
| Participant deferral / active EE | $16,362 | $3,925+316.9% | $5,048+224.2% | $3,805+330.0% |
| Admin fee / account holder | $75 | $161-53.6% | $8,927-99.2% | $158-52.6% |