Filed August 3, 1992
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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,450 |
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 | $14,469 | $52,953-72.7% | $172,739-91.6% | $65,185-77.8% |
| Participation rate | 77.2% | 66.2%+11.1pp | 82.6%-5.4pp | 70.2%+7.0pp |
| Annual return | 18.23% | 30.12%-11.9pp | 802.84%-784.6pp | 29.38%-11.2pp |
| Employer contribution / active EE | $1,028 | $2,190-53.1% | $5,143-80.0% | $2,177-52.8% |
| Participant deferral / active EE | $1,242 | $2,471-49.7% | $5,198-76.1% | $3,514-64.7% |
| Admin fee / account holder | $6 | $472-98.7% | $13,954-100.0% | $847-99.3% |