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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,100 |
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 | $134,074 | $74,347+80.3% | $93,606+43.2% | $67,579+98.4% |
| Participation rate | 98.0% | 80.6%+17.4pp | 75.8%+22.2pp | 71.3%+26.7pp |
| Annual return | 23.56% | 28.07%-4.5pp | 32.76%-9.2pp | 378.56%-355.0pp |
| Employer contribution / active EE | $3,405 | $2,583+31.8% | $2,718+25.3% | $2,148+58.5% |
| Participant deferral / active EE | $7,058 | $4,060+73.8% | $4,069+73.5% | $3,539+99.4% |
| Admin fee / account holder | $3 | $123-97.6% | $7,888-100.0% | $142-97.9% |