Filed April 28, 1997
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 9-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 Filed as: VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $52,948 |
NEPC, LLC1+ years Service code 21 · EIN 26-1429809 | Bank Trustee | $32,500 |
GEORGE JOHNSON & COMPANY1+ years Service code 10 · EIN 38-2029668 | Accounting | $17,950 |
RELIANCE TRUST COMPANY1+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $6,164 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,642 | $83,458-17.8% | $123,104-44.2% | $67,505+1.7% |
| Participation rate | 99.4% | 84.5%+14.9pp | 86.8%+12.6pp | 71.2%+28.2pp |
| Annual return | -0.45% | 1.29%-1.7pp | 13.22%-13.7pp | 6.52%-7.0pp |
| Employer contribution / active EE | $2,184 | $3,087-29.3% | $5,151-57.6% | $2,173+0.5% |
| Participant deferral / active EE | $3,959 | $5,379-26.4% | $6,230-36.4% | $3,597+10.1% |
| Admin fee / account holder | $12 | $60-79.3% | $9,015-99.9% | $56-78.0% |