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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $99,124 |
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 | $10,812 | $65,708-83.5% | $76,817-85.9% | $77,787-86.1% |
| Participation rate | 99.3% | 79.0%+20.3pp | 72.1%+27.2pp | 73.2%+26.1pp |
| Annual return | 18.73% | 49.86%-31.1pp | 1166.11%-1147.4pp | 32.57%-13.8pp |
| Employer contribution / active EE | $1,038 | $2,167-52.1% | $2,302-54.9% | $2,504-58.5% |
| Participant deferral / active EE | $565 | $3,254-82.6% | $3,336-83.1% | $3,967-85.8% |
| Admin fee / account holder | $44 | $91-51.1% | $6,420-99.3% | $100-55.6% |