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.2+ years Filed as: VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $126,637 |
NEPC, LLC2+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $26,000 |
GEORGE JOHNSON & COMPANY2+ years Service code 10 · EIN 38-2029668 | Accounting | $18,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,677 | $82,683-13.3% | $133,980-46.5% | $65,292+9.8% |
| Participation rate | 99.3% | 87.3%+11.9pp | 87.1%+12.2pp | 72.4%+26.8pp |
| Annual return | 7.81% | 9.63%-1.8pp | 29.30%-21.5pp | 11.84%-4.0pp |
| Employer contribution / active EE | $2,267 | $3,583-36.7% | $5,211-56.5% | $2,302-1.5% |
| Participant deferral / active EE | $4,041 | $5,190-22.1% | $6,282-35.7% | $3,579+12.9% |
| Admin fee / account holder | $12 | $66-81.6% | $9,324-99.9% | $57-79.0% |