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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,128 |
K&L GATES1 year Filed as: K & L GATES LLP Service code 16 · EIN 25-0921018 | Consulting | $7,989 |
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 | $115,602 | $74,347+55.5% | $93,606+23.5% | $67,579+71.1% |
| Participation rate | 99.0% | 80.6%+18.4pp | 75.8%+23.2pp | 71.3%+27.7pp |
| Annual return | 21.57% | 28.07%-6.5pp | 32.76%-11.2pp | 378.56%-357.0pp |
| Employer contribution / active EE | $3,908 | $2,583+51.3% | $2,718+43.8% | $2,148+81.9% |
| Participant deferral / active EE | $5,023 | $4,060+23.7% | $4,069+23.5% | $3,539+41.9% |
| Admin fee / account holder | $82 | $123-33.3% | $7,888-99.0% | $142-42.5% |