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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $72,622 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,795 | $123,286-31.2% | $75,670+12.1% | $77,958+8.8% |
| Participation rate | 93.5% | 78.8%+14.7pp | 72.3%+21.1pp | 71.6%+21.8pp |
| Annual return | 16.61% | 20.45%-3.8pp | 27.34%-10.7pp | 20.87%-4.3pp |
| Employer contribution / active EE | $3,599 | $2,035+76.9% | $2,352+53.0% | $2,310+55.8% |
| Participant deferral / active EE | $4,186 | $3,095+35.3% | $3,142+33.2% | $3,537+18.4% |
| Admin fee / account holder | $46 | $144-68.1% | $5,800-99.2% | $97-52.8% |