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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $56,083 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,790 | $104,919+93.3% | $116,228+74.5% | $85,563+137.0% |
| Participation rate | 97.9% | 78.6%+19.3pp | 74.6%+23.4pp | 66.0%+32.0pp |
| Annual return | 15.46% | 15.38%+0.1pp | 90.06%-74.6pp | 31.51%-16.1pp |
| Employer contribution / active EE | $5,293 | $3,485+51.9% | $2,994+76.8% | $2,654+99.5% |
| Participant deferral / active EE | $7,663 | $5,306+44.4% | $4,953+54.7% | $4,375+75.2% |
| Admin fee / account holder | $84 | $429-80.5% | $11,989-99.3% | $834-90.0% |