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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,426 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,234 | $81,908+84.6% | $90,749+66.7% | $64,808+133.4% |
| Participation rate | 98.0% | 80.5%+17.5pp | 75.7%+22.3pp | 71.5%+26.5pp |
| Annual return | -17.45% | -12.53%-4.9pp | -12.16%-5.3pp | 32.82%-50.3pp |
| Employer contribution / active EE | $4,580 | $3,065+49.4% | $2,921+56.8% | $2,506+82.8% |
| Participant deferral / active EE | $7,299 | $4,840+50.8% | $4,564+59.9% | $4,310+69.3% |
| Admin fee / account holder | $15 | $157-90.6% | $8,445-99.8% | $188-92.1% |