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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,580 |
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 | $69,758 | $48,261+44.5% | $68,793+1.4% | $55,725+25.2% |
| Participation rate | 95.1% | 71.0%+24.0pp | 72.2%+22.8pp | 70.9%+24.2pp |
| Annual return | -3.41% | -2.61%-0.8pp | -4.63%+1.2pp | 244.93%-248.3pp |
| Employer contribution / active EE | $2,095 | $1,742+20.3% | $2,625-20.2% | $2,078+0.8% |
| Participant deferral / active EE | $2,460 | $2,712-9.3% | $3,311-25.7% | $3,356-26.7% |
| Admin fee / account holder | $10 | $126-92.4% | $5,131-99.8% | $115-91.7% |