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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $269,913 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $38,244 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,961 | $112,686-21.1% | $169,993-47.7% | $80,160+11.0% |
| Participation rate | 98.0% | 87.4%+10.6pp | 87.0%+11.0pp | 72.9%+25.0pp |
| Annual return | 18.57% | 67.04%-48.5pp | 53.37%-34.8pp | 40.38%-21.8pp |
| Employer contribution / active EE | $5,712 | $4,481+27.5% | $6,785-15.8% | $2,978+91.8% |
| Participant deferral / active EE | $6,282 | $7,876-20.2% | $10,408-39.6% | $5,017+25.2% |
| Admin fee / account holder | $90 | $99-9.2% | $12,815-99.3% | $145-37.9% |