Filed May 1, 1998
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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $145,775 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $28,755 |
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 | $60,894 | $185,342-67.1% | $111,297-45.3% | $86,799-29.8% |
| Participation rate | 96.7% | 81.0%+15.8pp | 77.3%+19.4pp | 72.3%+24.5pp |
| Annual return | -43.48% | 500.80%-544.3pp | 54.65%-98.1pp | 97.91%-141.4pp |
| Employer contribution / active EE | $4,150 | $2,246+84.8% | $2,731+52.0% | $2,405+72.5% |
| Participant deferral / active EE | $7,003 | $4,458+57.1% | $4,487+56.1% | $4,131+69.5% |
| Admin fee / account holder | $135 | $255-47.2% | $7,964-98.3% | $170-20.4% |