Filed December 19, 1997
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 Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 PO BOX 2600 · VALLEY FORGE, PA 19482 | Recordkeeping | $98,007 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC Service code 16 · EIN 06-1397347 95 GLASTONBURY BLVD. SUITE 102 · GLASTONBURY, CT 06033 | Consulting | $56,250 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISORS INC Service code 26 · EIN 23-2811930 PO BOX 2600 · VALLEY FORGE, PA 19482 | Advisory (Participants) | $23,560 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,150 | $144,996+2.2% | $111,297+33.1% | $93,030+59.3% |
| Participation rate | 82.6% | 86.2%-3.5pp | 77.3%+5.3pp | 73.9%+8.7pp |
| Annual return | 14.07% | 18.26%-4.2pp | 54.65%-40.6pp | 158.70%-144.6pp |
| Employer contribution / active EE | $2,565 | $3,056-16.1% | $2,731-6.1% | $2,706-5.2% |
| Participant deferral / active EE | $4,823 | $5,587-13.7% | $4,487+7.5% | $4,562+5.7% |
| Admin fee / account holder | $150 | $103+45.4% | $7,964-98.1% | $152-0.8% |