Filed September 17, 1997 (most recent of 2 filings on file)
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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,349 |
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP Service code 99 | Other Fees | $0 |
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 | $80,856 | $62,324+29.7% | $68,509+18.0% | $55,191+46.5% |
| Participation rate | 99.5% | 78.9%+20.6pp | 74.7%+24.7pp | 69.2%+30.3pp |
| Annual return | 0.42% | 4.26%-3.8pp | 8.27%-7.9pp | 10.78%-10.4pp |
| Employer contribution / active EE | $3,586 | $2,223+61.3% | $2,278+57.4% | $1,899+88.9% |
| Participant deferral / active EE | $4,737 | $3,425+38.3% | $3,382+40.1% | $3,046+55.5% |
| Admin fee / account holder | $65 | $91-28.5% | $5,275-98.8% | $91-28.0% |