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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $200,444 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,447 | $61,756+35.1% | $70,092+19.1% | $77,904+7.1% |
| Participation rate | 92.3% | 79.9%+12.4pp | 70.5%+21.8pp | 73.7%+18.6pp |
| Annual return | -14.92% | -11.86%-3.1pp | 190.73%-205.7pp | 12.21%-27.1pp |
| Employer contribution / active EE | $4,091 | $2,706+51.2% | $2,559+59.9% | $2,848+43.7% |
| Participant deferral / active EE | $5,453 | $3,977+37.1% | $3,849+41.7% | $4,806+13.5% |
| Admin fee / account holder | $85 | $101-15.7% | $6,267-98.6% | $133-35.6% |