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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $33,660 |
TROUTMAN SANDERS LLP1 year Filed as: TROUTMAN PEPPER HAMILTON SANDERS LL Service code 29 · EIN 58-0946915 | Legal | $5,386 |
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 | $84,182 | $81,908+2.8% | $90,749-7.2% | $64,808+29.9% |
| Participation rate | 98.3% | 80.5%+17.8pp | 75.7%+22.6pp | 71.5%+26.8pp |
| Annual return | -18.44% | -12.53%-5.9pp | -12.16%-6.3pp | 32.82%-51.3pp |
| Employer contribution / active EE | $3,070 | $3,065+0.2% | $2,921+5.1% | $2,506+22.5% |
| Participant deferral / active EE | $4,108 | $4,840-15.1% | $4,564-10.0% | $4,310-4.7% |
| Admin fee / account holder | $60 | $157-61.7% | $8,445-99.3% | $188-67.9% |