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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $130,222 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $14,430 |
CHARLES SCHWAB & CO., INC.2 years Service code 99 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,132 | $117,025+6.1% | $91,541+35.6% | $85,563+45.1% |
| Participation rate | 98.1% | 64.2%+33.9pp | 69.8%+28.4pp | 66.0%+32.2pp |
| Annual return | 14.73% | 18.02%-3.3pp | 20.50%-5.8pp | 31.51%-16.8pp |
| Employer contribution / active EE | $2,963 | $2,120+39.7% | $2,505+18.3% | $2,654+11.7% |
| Participant deferral / active EE | $5,313 | $3,446+54.2% | $4,008+32.6% | $4,375+21.4% |
| Admin fee / account holder | $120 | $1,242-90.3% | $6,956-98.3% | $834-85.6% |