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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $215,994 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,706 | $77,197+29.2% | $86,874+14.8% | $93,030+7.2% |
| Participation rate | 91.6% | 78.2%+13.4pp | 71.6%+20.0pp | 73.9%+17.7pp |
| Annual return | 13.88% | 16.31%-2.4pp | 63.52%-49.6pp | 158.70%-144.8pp |
| Employer contribution / active EE | $4,192 | $2,514+66.7% | $2,495+68.0% | $2,706+54.9% |
| Participant deferral / active EE | $5,394 | $3,831+40.8% | $3,699+45.8% | $4,562+18.2% |
| Admin fee / account holder | $98 | $105-6.9% | $5,828-98.3% | $152-35.6% |