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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $133,836 |
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 | $85,101 | $89,274-4.7% | $149,718-43.2% | $77,958+9.2% |
| Participation rate | 98.9% | 87.6%+11.3pp | 87.1%+11.9pp | 71.6%+27.3pp |
| Annual return | 14.33% | 20.36%-6.0pp | 1501.63%-1487.3pp | 20.87%-6.5pp |
| Employer contribution / active EE | $3,219 | $3,727-13.6% | $5,445-40.9% | $2,310+39.3% |
| Participant deferral / active EE | $5,811 | $5,382+8.0% | $6,569-11.5% | $3,537+64.3% |
| Admin fee / account holder | $85 | $240-64.4% | $11,283-99.2% | $97-12.3% |