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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $35,205 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,441 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $315,286 | $71,142+343.2% | $119,609+163.6% | $64,808+386.5% |
| Participation rate | 98.5% | 78.6%+19.9pp | 79.3%+19.2pp | 71.5%+27.0pp |
| Annual return | -15.43% | -10.01%-5.4pp | -14.97%-0.5pp | 32.82%-48.2pp |
| Employer contribution / active EE | $10,286 | $2,497+311.9% | $4,232+143.1% | $2,506+310.5% |
| Participant deferral / active EE | $18,380 | $4,490+309.4% | $5,602+228.1% | $4,310+326.4% |
| Admin fee / account holder | $102 | $162-37.4% | $10,323-99.0% | $188-45.9% |