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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,438 |
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 | $158,777 | $85,135+86.5% | $98,907+60.5% | $73,409+116.3% |
| Participation rate | 98.4% | 81.1%+17.3pp | 76.0%+22.4pp | 72.2%+26.2pp |
| Annual return | 19.97% | 19.14%+0.8pp | 196.43%-176.5pp | 59.29%-39.3pp |
| Employer contribution / active EE | $3,582 | $2,721+31.6% | $2,689+33.2% | $2,234+60.4% |
| Participant deferral / active EE | $7,457 | $4,349+71.5% | $4,244+75.7% | $3,805+95.9% |
| Admin fee / account holder | $8 | $139-94.6% | $6,642-99.9% | $158-95.2% |