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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $180,715 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,339 | $105,247+28.6% | $87,100+55.4% | $77,787+74.0% |
| Participation rate | 99.8% | 85.8%+14.0pp | 76.9%+23.0pp | 73.2%+26.6pp |
| Annual return | 22.05% | 24.52%-2.5pp | 28.19%-6.1pp | 32.57%-10.5pp |
| Employer contribution / active EE | $3,916 | $2,895+35.3% | $2,521+55.3% | $2,504+56.4% |
| Participant deferral / active EE | $6,577 | $5,060+30.0% | $4,049+62.4% | $3,967+65.8% |
| Admin fee / account holder | $43 | $104-59.1% | $7,497-99.4% | $100-57.3% |