Filed October 18, 1994 (most recent of 2 filings on file)
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 | $101,924 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,079 | $131,799+75.3% | $200,582+15.2% | $85,563+170.1% |
| Participation rate | 99.5% | 87.9%+11.5pp | 86.9%+12.6pp | 66.0%+33.5pp |
| Annual return | 18.70% | 21.59%-2.9pp | 42.33%-23.6pp | 31.51%-12.8pp |
| Employer contribution / active EE | $7,064 | $4,532+55.9% | $6,419+10.1% | $2,654+166.2% |
| Participant deferral / active EE | $10,837 | $7,702+40.7% | $9,331+16.1% | $4,375+147.7% |
| Admin fee / account holder | $99 | $235-58.0% | $16,305-99.4% | $834-88.2% |