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 INC. Service code 15 · EIN 23-1945930 PO BOX 2600 · VALLEY FORGE, PA 19482 | Recordkeeping | $143,320 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 PO BOX 2600 · VALLEY FORGE, PA 19482 | Advisory (Participants) | $51,202 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC Service code 16 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Consulting | $45,000 |
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 | $108,535 | $130,141-16.6% | $86,677+25.2% | $77,904+39.3% |
| Participation rate | 79.9% | 85.9%-6.0pp | 76.6%+3.3pp | 73.7%+6.2pp |
| Annual return | -17.66% | -12.75%-4.9pp | 35.91%-53.6pp | 12.21%-29.9pp |
| Employer contribution / active EE | $2,577 | $3,220-20.0% | $2,836-9.2% | $2,848-9.5% |
| Participant deferral / active EE | $4,835 | $5,757-16.0% | $4,656+3.9% | $4,806+0.6% |
| Admin fee / account holder | $164 | $132+24.6% | $7,493-97.8% | $133+23.9% |