Filed March 25, 1996
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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,550 |
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 | $109,909 | $65,223+68.5% | $80,019+37.4% | $55,725+97.2% |
| Participation rate | 97.6% | 80.6%+17.0pp | 75.8%+21.8pp | 70.9%+26.7pp |
| Annual return | -4.37% | 7.59%-12.0pp | 11.22%-15.6pp | 244.93%-249.3pp |
| Employer contribution / active EE | $3,457 | $2,544+35.9% | $2,468+40.1% | $2,078+66.3% |
| Participant deferral / active EE | $6,848 | $3,881+76.5% | $3,686+85.8% | $3,356+104.1% |
| Admin fee / account holder | $3 | $114-97.2% | $6,521-100.0% | $115-97.3% |