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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $82,165 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,612 | $56,503-83.0% | $70,092-86.3% | $64,808-85.2% |
| Participation rate | 97.8% | 70.5%+27.3pp | 70.5%+27.3pp | 71.5%+26.3pp |
| Annual return | -16.20% | -13.44%-2.8pp | 190.73%-206.9pp | 32.82%-49.0pp |
| Employer contribution / active EE | $1,451 | $2,046-29.1% | $2,559-43.3% | $2,506-42.1% |
| Participant deferral / active EE | $667 | $3,389-80.3% | $3,849-82.7% | $4,310-84.5% |
| Admin fee / account holder | $95 | $160-40.8% | $6,267-98.5% | $188-49.5% |