Filed April 19, 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 | $248,912 |
CHARLES SCHWAB & CO., INC.2 years Service code 99 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,278 | $128,899+37.5% | $113,168+56.7% | $102,872+72.3% |
| Participation rate | 98.4% | 87.0%+11.4pp | 76.6%+21.9pp | 73.0%+25.4pp |
| Annual return | 16.22% | 15.88%+0.3pp | 24.27%-8.0pp | 19.06%-2.8pp |
| Employer contribution / active EE | $4,472 | $3,713+20.5% | $2,975+50.3% | $3,526+26.8% |
| Participant deferral / active EE | $8,084 | $6,787+19.1% | $5,107+58.3% | $5,535+46.1% |
| Admin fee / account holder | $48 | $129-62.9% | $12,068-99.6% | $292-83.6% |