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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,210 |
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 | $16,923 | $55,415-69.5% | $155,509-89.1% | $74,495-77.3% |
| Participation rate | 80.7% | 61.9%+18.8pp | 78.2%+2.5pp | 67.2%+13.5pp |
| Annual return | 9.16% | 268.50%-259.3pp | 64.67%-55.5pp | 1364.94%-1355.8pp |
| Employer contribution / active EE | $1,440 | $2,267-36.5% | $4,672-69.2% | $2,623-45.1% |
| Participant deferral / active EE | $2,242 | $2,836-21.0% | $5,626-60.2% | $4,346-48.4% |
| Admin fee / account holder | $10 | $1,738-99.4% | $15,912-99.9% | $1,942-99.5% |