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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,061 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,322 | $84,784+12.4% | $98,439-3.2% | $74,419+28.1% |
| Participation rate | 98.0% | 81.5%+16.4pp | 75.2%+22.8pp | 70.7%+27.2pp |
| Annual return | 20.07% | 20.59%-0.5pp | 21.16%-1.1pp | 34.38%-14.3pp |
| Employer contribution / active EE | $3,882 | $3,364+15.4% | $3,048+27.4% | $2,637+47.2% |
| Participant deferral / active EE | $4,931 | $5,218-5.5% | $4,738+4.1% | $4,528+8.9% |
| Admin fee / account holder | $50 | $204-75.3% | $8,948-99.4% | $348-85.5% |