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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $81,567 |
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 | $112,146 | $61,473+82.4% | $81,930+36.9% | $73,409+52.8% |
| Participation rate | 98.8% | 72.4%+26.4pp | 72.0%+26.8pp | 72.2%+26.6pp |
| Annual return | 14.85% | 28.26%-13.4pp | 29.49%-14.6pp | 59.29%-44.4pp |
| Employer contribution / active EE | $2,622 | $1,898+38.2% | $4,310-39.2% | $2,234+17.4% |
| Participant deferral / active EE | $3,767 | $3,080+22.3% | $7,107-47.0% | $3,805-1.0% |
| Admin fee / account holder | $86 | $125-31.4% | $5,158-98.3% | $158-45.5% |