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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $154,632 |
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 | $79,671 | $82,546-3.5% | $140,016-43.1% | $75,289+5.8% |
| Participation rate | 99.6% | 88.4%+11.2pp | 87.5%+12.1pp | 72.4%+27.2pp |
| Annual return | -4.27% | -0.36%-3.9pp | 651.12%-655.4pp | -0.04%-4.2pp |
| Employer contribution / active EE | $3,508 | $3,856-9.0% | $5,606-37.4% | $2,405+45.9% |
| Participant deferral / active EE | $6,197 | $5,731+8.1% | $6,927-10.5% | $3,739+65.8% |
| Admin fee / account holder | $93 | $86+8.7% | $10,705-99.1% | $102-8.8% |