Filed April 23, 1991
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 | $298,930 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,531 | $145,516+17.9% | $184,203-6.9% | $99,062+73.2% |
| Participation rate | 96.8% | 90.3%+6.6pp | 86.8%+10.0pp | 71.6%+25.2pp |
| Annual return | 10.96% | 21.23%-10.3pp | 28.81%-17.8pp | 17.66%-6.7pp |
| Employer contribution / active EE | $5,875 | $5,354+9.7% | $6,427-8.6% | $3,262+80.1% |
| Participant deferral / active EE | $0 | $8,423-100.0% | $9,131-100.0% | $5,331-100.0% |
| Admin fee / account holder | $36 | $78-53.6% | $13,901-99.7% | $109-66.9% |