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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $198,385 |
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 | $91,531 | $72,066+27.0% | $81,930+11.7% | $90,288+1.4% |
| Participation rate | 93.4% | 78.9%+14.5pp | 72.0%+21.4pp | 73.4%+20.1pp |
| Annual return | 14.74% | 15.92%-1.2pp | 29.49%-14.8pp | 53.97%-39.2pp |
| Employer contribution / active EE | $4,121 | $2,335+76.5% | $4,310-4.4% | $2,524+63.3% |
| Participant deferral / active EE | $5,061 | $3,557+42.3% | $7,107-28.8% | $4,232+19.6% |
| Admin fee / account holder | $98 | $92+6.5% | $5,158-98.1% | $114-13.7% |