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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $153,236 |
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 | $10,951 | $72,066-84.8% | $81,930-86.6% | $90,288-87.9% |
| Participation rate | 99.9% | 78.9%+21.0pp | 72.0%+27.9pp | 73.4%+26.5pp |
| Annual return | 12.90% | 15.92%-3.0pp | 29.49%-16.6pp | 53.97%-41.1pp |
| Employer contribution / active EE | $1,004 | $2,335-57.0% | $4,310-76.7% | $2,524-60.2% |
| Participant deferral / active EE | $598 | $3,557-83.2% | $7,107-91.6% | $4,232-85.9% |
| Admin fee / account holder | $65 | $92-30.1% | $5,158-98.7% | $114-43.4% |