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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $133,836 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $13,344 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,957 | $110,299-38.4% | $102,423-33.7% | $199,593-66.0% |
| Participation rate | 97.5% | 86.3%+11.2pp | 76.5%+21.0pp | 72.0%+25.5pp |
| Annual return | 12.86% | 35.73%-22.9pp | 29.32%-16.5pp | 34.25%-21.4pp |
| Employer contribution / active EE | $3,177 | $3,603-11.8% | $3,023+5.1% | $3,034+4.7% |
| Participant deferral / active EE | $6,300 | $6,376-1.2% | $5,053+24.7% | $5,087+23.8% |
| Admin fee / account holder | $98 | $122-20.0% | $9,451-99.0% | $269-63.6% |