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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,236 |
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 | $107,361 | $55,790+92.4% | $76,817+39.8% | $67,579+58.9% |
| Participation rate | 98.6% | 71.1%+27.5pp | 72.1%+26.5pp | 71.3%+27.3pp |
| Annual return | 20.74% | 64.45%-43.7pp | 1166.11%-1145.4pp | 378.56%-357.8pp |
| Employer contribution / active EE | $2,878 | $1,810+59.0% | $2,302+25.0% | $2,148+34.0% |
| Participant deferral / active EE | $3,699 | $2,875+28.7% | $3,336+10.9% | $3,539+4.5% |
| Admin fee / account holder | $33 | $159-79.1% | $6,420-99.5% | $142-76.6% |