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.2 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 PO BOX 2600 · VALLEY FORGE, PA 19482 | Recordkeeping | $118,357 |
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) | $58,518 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 16 · EIN 06-1397347 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Consulting | $45,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,334 | $110,299+21.8% | $102,423+31.2% | $199,593-32.7% |
| Participation rate | 96.5% | 86.3%+10.2pp | 76.5%+20.0pp | 72.0%+24.5pp |
| Annual return | 15.08% | 35.73%-20.7pp | 29.32%-14.2pp | 34.25%-19.2pp |
| Employer contribution / active EE | $3,898 | $3,603+8.2% | $3,023+28.9% | $3,034+28.5% |
| Participant deferral / active EE | $7,190 | $6,376+12.8% | $5,053+42.3% | $5,087+41.4% |
| Admin fee / account holder | $156 | $122+27.5% | $9,451-98.4% | $269-42.0% |