Filed July 10, 1995
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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,881 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,735 | $66,302+101.7% | $110,238+21.3% | $56,287+137.6% |
| Participation rate | 93.6% | 74.9%+18.7pp | 79.8%+13.8pp | 69.9%+23.8pp |
| Annual return | -5.72% | -1.18%-4.5pp | 314.74%-320.5pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,242 | $2,047-39.3% | $3,826-67.5% | $2,111-41.2% |
| Participant deferral / active EE | $6,456 | $3,381+90.9% | $4,672+38.2% | $3,350+92.7% |
| Admin fee / account holder | $23 | $698-96.8% | $8,547-99.7% | $521-95.6% |