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 | $131,590 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISORS INC Service code 26 · EIN 23-2811930 PO BOX 2600 · VALLEY FORGE, PA 19482 | Advisory (Participants) | $64,353 |
USI CONSULTING GROUP5 years Filed as: USI ADVISORS, INC Service code 16 · EIN 06-1397347 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Consulting | $33,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,794 | $128,899+13.1% | $113,168+28.8% | $102,872+41.7% |
| Participation rate | 98.3% | 87.0%+11.3pp | 76.6%+21.8pp | 73.0%+25.3pp |
| Annual return | 15.72% | 15.88%-0.2pp | 24.27%-8.5pp | 19.06%-3.3pp |
| Employer contribution / active EE | $4,310 | $3,713+16.1% | $2,975+44.8% | $3,526+22.2% |
| Participant deferral / active EE | $7,848 | $6,787+15.6% | $5,107+53.7% | $5,535+41.8% |
| Admin fee / account holder | $157 | $129+21.7% | $12,068-98.7% | $292-46.1% |