Filed August 16, 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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $77,360 |
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 | $102,709 | $71,957+42.7% | $67,652+51.8% | $59,188+73.5% |
| Participation rate | 97.7% | 82.7%+15.0pp | 75.7%+22.0pp | 69.4%+28.3pp |
| Annual return | 0.42% | 8.53%-8.1pp | 6625.04%-6624.6pp | 5.51%-5.1pp |
| Employer contribution / active EE | $4,781 | $2,432+96.6% | $2,266+111.0% | $2,098+127.9% |
| Participant deferral / active EE | $5,833 | $4,211+38.5% | $3,560+63.9% | $3,265+78.7% |
| Admin fee / account holder | $56 | $64-12.5% | $4,821-98.8% | $92-39.1% |