Filed October 25, 1999 (most recent of 3 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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $68,352 |
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 | $32,664 | $80,211-59.3% | $74,183-56.0% | $63,975-48.9% |
| Participation rate | 96.8% | 84.2%+12.6pp | 76.6%+20.1pp | 71.1%+25.6pp |
| Annual return | 10.57% | 14.13%-3.6pp | 17.74%-7.2pp | 48.65%-38.1pp |
| Employer contribution / active EE | $3,876 | $2,553+51.8% | $2,370+63.6% | $2,182+77.7% |
| Participant deferral / active EE | $1,928 | $4,370-55.9% | $3,550-45.7% | $3,356-42.6% |
| Admin fee / account holder | $35 | $67-47.3% | $5,586-99.4% | $70-49.8% |