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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,880 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,484 | $71,802+187.6% | $133,980+54.1% | $57,658+258.1% |
| Participation rate | 99.8% | 85.5%+14.4pp | 87.1%+12.8pp | 70.2%+29.6pp |
| Annual return | 8.50% | 13.51%-5.0pp | 29.30%-20.8pp | 5.13%+3.4pp |
| Employer contribution / active EE | $4,968 | $3,161+57.1% | $5,211-4.7% | $1,974+151.7% |
| Participant deferral / active EE | $5,655 | $4,606+22.8% | $6,282-10.0% | $3,061+84.8% |
| Admin fee / account holder | $8 | $88-90.6% | $9,324-99.9% | $95-91.3% |