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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $95,086 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,120 | $78,852+44.7% | $76,768+48.7% | $75,289+51.6% |
| Participation rate | 99.9% | 85.0%+15.0pp | 77.0%+23.0pp | 72.4%+27.5pp |
| Annual return | -4.46% | -1.29%-3.2pp | 2.43%-6.9pp | -0.04%-4.4pp |
| Employer contribution / active EE | $4,218 | $2,794+50.9% | $2,485+69.7% | $2,405+75.4% |
| Participant deferral / active EE | $6,379 | $4,800+32.9% | $3,852+65.6% | $3,739+70.6% |
| Admin fee / account holder | $22 | $79-72.4% | $6,675-99.7% | $102-78.7% |