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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $224,598 |
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 | $113,657 | $76,173+49.2% | $81,382+39.7% | $199,593-43.1% |
| Participation rate | 92.6% | 76.3%+16.4pp | 69.5%+23.2pp | 72.0%+20.7pp |
| Annual return | 13.13% | 15.59%-2.5pp | 24.73%-11.6pp | 34.25%-21.1pp |
| Employer contribution / active EE | $4,477 | $2,792+60.4% | $2,463+81.8% | $3,034+47.6% |
| Participant deferral / active EE | $6,060 | $4,201+44.2% | $3,883+56.1% | $5,087+19.1% |
| Admin fee / account holder | $94 | $146-35.6% | $5,768-98.4% | $269-65.0% |