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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $215,981 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,025 | $73,034+31.5% | $77,163+24.4% | $80,160+19.8% |
| Participation rate | 92.0% | 78.1%+13.9pp | 69.6%+22.5pp | 72.9%+19.1pp |
| Annual return | 18.08% | 18.56%-0.5pp | 37.87%-19.8pp | 40.38%-22.3pp |
| Employer contribution / active EE | $4,438 | $2,779+59.7% | $2,535+75.1% | $2,978+49.0% |
| Participant deferral / active EE | $6,064 | $4,140+46.5% | $3,833+58.2% | $5,017+20.9% |
| Admin fee / account holder | $87 | $104-16.4% | $5,472-98.4% | $145-40.1% |