Filed December 30, 1992 (most recent of 2 filings on file)
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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,673 |
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 | $120,854 | $53,925+124.1% | $75,670+59.7% | $69,631+73.6% |
| Participation rate | 97.5% | 71.2%+26.3pp | 72.3%+25.1pp | 70.7%+26.8pp |
| Annual return | 14.58% | 17.84%-3.3pp | 27.34%-12.8pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $3,854 | $1,802+113.8% | $2,352+63.9% | $2,032+89.6% |
| Participant deferral / active EE | $3,640 | $2,569+41.7% | $3,142+15.8% | $3,224+12.9% |
| Admin fee / account holder | $12 | $97-87.5% | $5,800-99.8% | $110-89.0% |