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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $236,315 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,941 | $89,178+41.2% | $91,541+37.6% | $102,872+22.4% |
| Participation rate | 92.6% | 79.7%+12.9pp | 69.8%+22.8pp | 73.0%+19.6pp |
| Annual return | 17.11% | 14.52%+2.6pp | 20.50%-3.4pp | 19.06%-1.9pp |
| Employer contribution / active EE | $4,588 | $3,455+32.8% | $2,505+83.2% | $3,526+30.1% |
| Participant deferral / active EE | $6,174 | $4,657+32.6% | $4,008+54.1% | $5,535+11.6% |
| Admin fee / account holder | $95 | $134-28.8% | $6,956-98.6% | $292-67.3% |