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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $98,503 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,959 | $104,697+45.1% | $96,544+57.4% | $80,160+89.6% |
| Participation rate | 98.7% | 86.4%+12.4pp | 76.0%+22.8pp | 72.9%+25.8pp |
| Annual return | 19.17% | 21.78%-2.6pp | 25.84%-6.7pp | 40.38%-21.2pp |
| Employer contribution / active EE | $5,783 | $3,536+63.5% | $2,965+95.0% | $2,978+94.2% |
| Participant deferral / active EE | $7,813 | $6,188+26.3% | $4,851+61.1% | $5,017+55.7% |
| Admin fee / account holder | $46 | $107-57.1% | $8,252-99.4% | $145-68.4% |