Filed March 17, 1997
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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $124,459 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $32,979 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $23,772 |
BERGER, GHERSI & LADUKE PLC2 years Service code 16 · EIN 38-2517534 | Consulting | $13,500 |
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 | $80,080 | $72,254+10.8% | $86,677-7.6% | $64,808+23.6% |
| Participation rate | 72.3% | 80.4%-8.1pp | 76.6%-4.3pp | 71.5%+0.9pp |
| Annual return | -18.25% | 392.42%-410.7pp | 35.91%-54.2pp | 32.82%-51.1pp |
| Employer contribution / active EE | $2,192 | $2,393-8.4% | $2,836-22.7% | $2,506-12.5% |
| Participant deferral / active EE | $4,579 | $4,658-1.7% | $4,656-1.6% | $4,310+6.2% |
| Admin fee / account holder | $224 | $174+29.1% | $7,493-97.0% | $188+19.5% |