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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $110,846 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $33,989 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $27,489 |
BERGER, GHERSI & LADUKE PLC3 years Service code 16 · EIN 38-2517534 | Consulting | $13,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,664 | $99,078-0.4% | $96,544+2.2% | $74,419+32.6% |
| Participation rate | 72.8% | 80.7%-7.9pp | 76.0%-3.1pp | 70.7%+2.1pp |
| Annual return | 20.23% | 22.48%-2.3pp | 25.84%-5.6pp | 34.38%-14.1pp |
| Employer contribution / active EE | $2,157 | $2,570-16.1% | $2,965-27.2% | $2,637-18.2% |
| Participant deferral / active EE | $4,548 | $4,933-7.8% | $4,851-6.3% | $4,528+0.4% |
| Admin fee / account holder | $233 | $225+3.8% | $8,252-97.2% | $348-33.0% |