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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,877 | $83,458+40.0% | $123,104-5.1% | $67,505+73.1% |
| Participation rate | 98.9% | 84.5%+14.4pp | 86.8%+12.1pp | 71.2%+27.7pp |
| Annual return | 3.31% | 1.29%+2.0pp | 13.22%-9.9pp | 6.52%-3.2pp |
| Employer contribution / active EE | $4,966 | $3,087+60.9% | $5,151-3.6% | $2,173+128.5% |
| Participant deferral / active EE | $0 | $5,379-100.0% | $6,230-100.0% | $3,597-100.0% |
| Admin fee / account holder | $0 | $60-99.8% | $9,015-100.0% | $56-99.8% |