Filed April 10, 1996
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 | $85,595 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,510 | $117,025-85.9% | $91,541-82.0% | $85,563-80.7% |
| Participation rate | 97.9% | 64.2%+33.6pp | 69.8%+28.1pp | 66.0%+31.9pp |
| Annual return | 16.14% | 18.02%-1.9pp | 20.50%-4.4pp | 31.51%-15.4pp |
| Employer contribution / active EE | $1,871 | $2,120-11.8% | $2,505-25.3% | $2,654-29.5% |
| Participant deferral / active EE | $989 | $3,446-71.3% | $4,008-75.3% | $4,375-77.4% |
| Admin fee / account holder | $108 | $1,242-91.3% | $6,956-98.4% | $834-87.1% |