Filed March 31, 1999
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.4 years Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $553,619 |
THE VANGUARD GROUP, INC.6 years Filed as: VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $351,236 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 FOX INVESTMENT CONSULTING GROUP · ST. LOUIS, MO 63103 | Advisory (Plan) | $125,000 |
RUBINBROWN LLP6 years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $28,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,858 | $139,767+3.6% | $153,485-5.6% | $199,593-27.4% |
| Participation rate | 97.7% | 85.1%+12.6pp | 77.1%+20.7pp | 72.0%+25.8pp |
| Annual return | 13.29% | 20.59%-7.3pp | 15.65%-2.4pp | 34.25%-21.0pp |
| Employer contribution / active EE | $6,035 | $6,517-7.4% | $5,039+19.8% | $3,034+98.9% |
| Participant deferral / active EE | $10,537 | $8,055+30.8% | $6,757+55.9% | $5,087+107.1% |
| Admin fee / account holder | $237 | $98+141.8% | $12,724-98.1% | $269-12.0% |