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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,840 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,093 | $65,061-67.6% | $143,757-85.3% | $66,914-68.5% |
| Participation rate | 74.6% | 65.2%+9.4pp | 80.3%-5.7pp | 69.8%+4.8pp |
| Annual return | -14.73% | -11.14%-3.6pp | -0.04%-14.7pp | 1.58%-16.3pp |
| Employer contribution / active EE | $1,373 | $2,361-41.8% | $4,951-72.3% | $2,544-46.0% |
| Participant deferral / active EE | $1,895 | $2,919-35.1% | $5,637-66.4% | $4,237-55.3% |
| Admin fee / account holder | $15 | $502-97.1% | $14,673-99.9% | $593-97.5% |