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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $111,410 |
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 | $41,669 | $78,852-47.2% | $76,768-45.7% | $75,289-44.7% |
| Participation rate | 96.1% | 85.0%+11.1pp | 77.0%+19.1pp | 72.4%+23.7pp |
| Annual return | -5.52% | -1.29%-4.2pp | 2.43%-8.0pp | -0.04%-5.5pp |
| Employer contribution / active EE | $3,459 | $2,794+23.8% | $2,485+39.2% | $2,405+43.8% |
| Participant deferral / active EE | $2,487 | $4,800-48.2% | $3,852-35.4% | $3,739-33.5% |
| Admin fee / account holder | $74 | $79-6.3% | $6,675-98.9% | $102-27.7% |