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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,070 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,664 | $61,156-56.4% | $185,823-85.7% | $79,386-66.4% |
| Participation rate | 80.2% | 66.6%+13.5pp | 81.7%-1.5pp | 70.7%+9.4pp |
| Annual return | 9.77% | 19.45%-9.7pp | 122.05%-112.3pp | 116.85%-107.1pp |
| Employer contribution / active EE | $1,134 | $2,321-51.1% | $5,167-78.1% | $2,427-53.3% |
| Participant deferral / active EE | $1,899 | $2,789-31.9% | $5,568-65.9% | $4,046-53.1% |
| Admin fee / account holder | $8 | $710-98.9% | $16,237-100.0% | $626-98.7% |