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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,485 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,943 | $84,784+88.6% | $98,439+62.5% | $74,419+114.9% |
| Participation rate | 97.4% | 81.5%+15.9pp | 75.2%+22.3pp | 70.7%+26.7pp |
| Annual return | 30.45% | 20.59%+9.9pp | 21.16%+9.3pp | 34.38%-3.9pp |
| Employer contribution / active EE | $3,883 | $3,364+15.4% | $3,048+27.4% | $2,637+47.2% |
| Participant deferral / active EE | $5,868 | $5,218+12.5% | $4,738+23.9% | $4,528+29.6% |
| Admin fee / account holder | $12 | $204-94.0% | $8,948-99.9% | $348-96.5% |