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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $137,970 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $8,536 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,999 | $104,697-45.6% | $96,544-41.0% | $80,160-28.9% |
| Participation rate | 97.4% | 86.4%+11.0pp | 76.0%+21.4pp | 72.9%+24.5pp |
| Annual return | 16.48% | 21.78%-5.3pp | 25.84%-9.4pp | 40.38%-23.9pp |
| Employer contribution / active EE | $3,090 | $3,536-12.6% | $2,965+4.2% | $2,978+3.8% |
| Participant deferral / active EE | $5,683 | $6,188-8.2% | $4,851+17.1% | $5,017+13.3% |
| Admin fee / account holder | $91 | $107-14.3% | $8,252-98.9% | $145-36.9% |