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: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 PO BOX 2600 · VALLEY FORGE, PA 19482 | Recordkeeping | $130,516 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 PO BOX 2600 · VALLEY FORGE, PA 19482 | Advisory (Participants) | $60,017 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 16 · EIN 06-1397347 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Consulting | $44,997 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,917 | $99,078+31.1% | $96,544+34.6% | $74,419+74.6% |
| Participation rate | 97.3% | 80.7%+16.6pp | 76.0%+21.3pp | 70.7%+26.6pp |
| Annual return | 19.79% | 22.48%-2.7pp | 25.84%-6.1pp | 34.38%-14.6pp |
| Employer contribution / active EE | $4,107 | $2,570+59.8% | $2,965+38.5% | $2,637+55.7% |
| Participant deferral / active EE | $7,651 | $4,933+55.1% | $4,851+57.7% | $4,528+69.0% |
| Admin fee / account holder | $173 | $225-23.0% | $8,252-97.9% | $348-50.3% |