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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $83,108 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $17,430 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,195 | $69,823+24.9% | $77,163+13.0% | $74,419+17.2% |
| Participation rate | 97.9% | 70.0%+27.9pp | 69.6%+28.4pp | 70.7%+27.2pp |
| Annual return | 18.55% | 19.98%-1.4pp | 37.87%-19.3pp | 34.38%-15.8pp |
| Employer contribution / active EE | $3,210 | $2,150+49.3% | $2,535+26.7% | $2,637+21.7% |
| Participant deferral / active EE | $4,829 | $3,558+35.7% | $3,833+26.0% | $4,528+6.6% |
| Admin fee / account holder | $109 | $398-72.7% | $5,472-98.0% | $348-68.8% |