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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,939 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,775 | $77,559-86.1% | $68,793-84.3% | $75,289-85.7% |
| Participation rate | 99.6% | 78.3%+21.3pp | 72.2%+27.3pp | 72.4%+27.1pp |
| Annual return | -1.76% | -1.01%-0.7pp | -4.63%+2.9pp | -0.04%-1.7pp |
| Employer contribution / active EE | $1,019 | $1,993-48.9% | $2,625-61.2% | $2,405-57.6% |
| Participant deferral / active EE | $499 | $3,128-84.0% | $3,311-84.9% | $3,739-86.7% |
| Admin fee / account holder | $11 | $90-88.1% | $5,131-99.8% | $102-89.5% |