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.3 years Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $490,069 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $323,165 |
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 FOX INVESTMENT CONSULTING GROUP · ST. LOUIS, MO 63103 | Advisory (Plan) | $75,000 |
RUBINBROWN LLP5 years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $21,500 |
Service code 49 · EIN 16-1450952 | Other Services | $6,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,239 | $126,111+3.3% | $142,449-8.6% | $80,160+62.5% |
| Participation rate | 98.1% | 87.5%+10.6pp | 76.8%+21.4pp | 72.9%+25.2pp |
| Annual return | 18.96% | 23.39%-4.4pp | 19.99%-1.0pp | 40.38%-21.4pp |
| Employer contribution / active EE | $5,913 | $6,430-8.0% | $4,847+22.0% | $2,978+98.6% |
| Participant deferral / active EE | $9,425 | $7,822+20.5% | $6,283+50.0% | $5,017+87.9% |
| Admin fee / account holder | $200 | $92+116.8% | $10,011-98.0% | $145+38.1% |