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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $257,673 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $66,649 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,492 | $95,918-20.3% | $151,611-49.5% | $77,904-1.8% |
| Participation rate | 97.8% | 88.7%+9.1pp | 87.5%+10.3pp | 73.7%+24.1pp |
| Annual return | -15.85% | -5.50%-10.3pp | 3.33%-19.2pp | 12.21%-28.1pp |
| Employer contribution / active EE | $3,411 | $4,330-21.2% | $6,166-44.7% | $2,848+19.8% |
| Participant deferral / active EE | $6,222 | $7,508-17.1% | $8,363-25.6% | $4,806+29.5% |
| Admin fee / account holder | $115 | $93+23.0% | $11,616-99.0% | $133-13.4% |