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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,734 | $92,055+92.0% | $106,213+66.4% | $77,643+127.6% |
| Participation rate | 98.6% | 81.0%+17.6pp | 75.3%+23.4pp | 70.6%+28.1pp |
| Annual return | 14.79% | 17.91%-3.1pp | 116.14%-101.3pp | 31.24%-16.4pp |
| Employer contribution / active EE | $5,050 | $3,367+50.0% | $3,171+59.2% | $2,726+85.3% |
| Participant deferral / active EE | $6,963 | $5,386+29.3% | $5,016+38.8% | $4,647+49.8% |
| Admin fee / account holder | $37 | $219-83.1% | $11,033-99.7% | $430-91.4% |