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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $91,667 |
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 | $119,971 | $78,852+52.1% | $76,768+56.3% | $75,289+59.3% |
| Participation rate | 98.5% | 85.0%+13.5pp | 77.0%+21.5pp | 72.4%+26.1pp |
| Annual return | -3.86% | -1.29%-2.6pp | 2.43%-6.3pp | -0.04%-3.8pp |
| Employer contribution / active EE | $5,469 | $2,794+95.7% | $2,485+120.1% | $2,405+127.4% |
| Participant deferral / active EE | $6,687 | $4,800+39.3% | $3,852+73.6% | $3,739+78.9% |
| Admin fee / account holder | $58 | $79-26.1% | $6,675-99.1% | $102-43.0% |