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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $103,231 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,277 | $88,730-52.4% | $82,313-48.6% | $77,958-45.8% |
| Participation rate | 95.8% | 84.5%+11.3pp | 76.9%+18.9pp | 71.6%+24.2pp |
| Annual return | 14.73% | 20.88%-6.2pp | 25.88%-11.1pp | 20.87%-6.1pp |
| Employer contribution / active EE | $4,130 | $2,758+49.7% | $2,428+70.1% | $2,310+78.8% |
| Participant deferral / active EE | $2,352 | $4,634-49.3% | $3,706-36.5% | $3,537-33.5% |
| Admin fee / account holder | $63 | $74-14.5% | $5,608-98.9% | $97-35.0% |