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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,319 |
LJ MOSBY, P.C.2 years Filed as: LJ MOSBY, PC Service code 16 · EIN 84-1656069 | Consulting | $14,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,685 | $93,131+50.0% | $106,548+31.1% | $86,799+60.9% |
| Participation rate | 97.8% | 81.4%+16.3pp | 76.1%+21.6pp | 72.3%+25.5pp |
| Annual return | 12.18% | 19.45%-7.3pp | 26.80%-14.6pp | 97.91%-85.7pp |
| Employer contribution / active EE | $3,934 | $2,895+35.9% | $2,819+39.5% | $2,405+63.5% |
| Participant deferral / active EE | $5,371 | $4,708+14.1% | $4,398+22.1% | $4,131+30.0% |
| Admin fee / account holder | $93 | $145-36.1% | $7,407-98.7% | $170-45.4% |