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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $97,283 |
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 | $139,645 | $105,247+32.7% | $87,100+60.3% | $77,787+79.5% |
| Participation rate | 98.6% | 85.8%+12.8pp | 76.9%+21.7pp | 73.2%+25.4pp |
| Annual return | 20.97% | 24.52%-3.5pp | 28.19%-7.2pp | 32.57%-11.6pp |
| Employer contribution / active EE | $4,801 | $2,895+65.9% | $2,521+90.4% | $2,504+91.7% |
| Participant deferral / active EE | $6,826 | $5,060+34.9% | $4,049+68.6% | $3,967+72.1% |
| Admin fee / account holder | $58 | $104-44.1% | $7,497-99.2% | $100-41.7% |