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.3 years Filed as: THE VANGUARD GROUP INC, Service code 15 · EIN 23-1945930 | Recordkeeping | $47,051 |
PLANTE & MORAN, PLLC4+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 16 · EIN 38-1357951 | Consulting | $11,136 |
THE VANGUARD GROUP, INC.2 years Service code 99 | Other Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,091 | $65,118+9.2% | $76,768-7.4% | $55,725+27.6% |
| Participation rate | 77.0% | 79.6%-2.6pp | 77.0%0pp | 70.9%+6.1pp |
| Annual return | -3.33% | -1.27%-2.1pp | 2.43%-5.8pp | 244.93%-248.3pp |
| Employer contribution / active EE | $941 | $1,941-51.5% | $2,485-62.1% | $2,078-54.7% |
| Participant deferral / active EE | $2,016 | $3,688-45.3% | $3,852-47.7% | $3,356-39.9% |
| Admin fee / account holder | $136 | $116+17.6% | $6,675-98.0% | $115+18.3% |