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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $202,010 |
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 | $151,622 | $176,491-14.1% | $95,952+58.0% | $90,288+67.9% |
| Participation rate | 99.2% | 86.6%+12.6pp | 77.1%+22.1pp | 73.4%+25.9pp |
| Annual return | 15.70% | 20.14%-4.4pp | 91.61%-75.9pp | 53.97%-38.3pp |
| Employer contribution / active EE | $3,876 | $2,789+39.0% | $2,541+52.6% | $2,524+53.6% |
| Participant deferral / active EE | $6,690 | $5,340+25.3% | $4,167+60.5% | $4,232+58.1% |
| Admin fee / account holder | $49 | $154-67.9% | $6,795-99.3% | $114-56.6% |