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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $103,759 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,573 | $56,503+44.4% | $70,092+16.4% | $64,808+25.9% |
| Participation rate | 96.7% | 70.5%+26.3pp | 70.5%+26.3pp | 71.5%+25.3pp |
| Annual return | -16.18% | -13.44%-2.7pp | 190.73%-206.9pp | 32.82%-49.0pp |
| Employer contribution / active EE | $2,973 | $2,046+45.3% | $2,559+16.2% | $2,506+18.6% |
| Participant deferral / active EE | $4,439 | $3,389+31.0% | $3,849+15.3% | $4,310+3.0% |
| Admin fee / account holder | $113 | $160-29.5% | $6,267-98.2% | $188-39.8% |