Filed July 31, 1995
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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $309,514 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $40,834 |
Service code 99 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,349 | $122,693-18.2% | $184,203-45.5% | $199,593-49.7% |
| Participation rate | 98.4% | 86.8%+11.6pp | 86.8%+11.6pp | 72.0%+26.4pp |
| Annual return | 14.73% | 143.91%-129.2pp | 28.81%-14.1pp | 34.25%-19.5pp |
| Employer contribution / active EE | $6,916 | $4,584+50.9% | $6,427+7.6% | $3,034+127.9% |
| Participant deferral / active EE | $6,668 | $7,990-16.5% | $9,131-27.0% | $5,087+31.1% |
| Admin fee / account holder | $102 | $121-15.6% | $13,901-99.3% | $269-62.2% |