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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $101,693 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,324 | $66,528+68.8% | $86,874+29.3% | $86,799+29.4% |
| Participation rate | 97.9% | 72.4%+25.5pp | 71.6%+26.2pp | 72.3%+25.6pp |
| Annual return | 13.27% | 19.56%-6.3pp | 63.52%-50.2pp | 97.91%-84.6pp |
| Employer contribution / active EE | $2,878 | $2,007+43.4% | $2,495+15.3% | $2,405+19.6% |
| Participant deferral / active EE | $4,314 | $3,240+33.2% | $3,699+16.6% | $4,131+4.4% |
| Admin fee / account holder | $95 | $148-35.9% | $5,828-98.4% | $170-44.0% |