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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $39,986 |
Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $14,425 |
BERGER, GHERSI & LADUKE PLC3 years Service code 16 · EIN 38-2517534 | Consulting | $13,500 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $12,770 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,414 | $185,342-36.7% | $111,297+5.5% | $86,799+35.3% |
| Participation rate | 84.3% | 81.0%+3.3pp | 77.3%+7.0pp | 72.3%+12.0pp |
| Annual return | 12.64% | 500.80%-488.2pp | 54.65%-42.0pp | 97.91%-85.3pp |
| Employer contribution / active EE | $1,188 | $2,246-47.1% | $2,731-56.5% | $2,405-50.6% |
| Participant deferral / active EE | $2,785 | $4,458-37.5% | $4,487-37.9% | $4,131-32.6% |
| Admin fee / account holder | $228 | $255-10.7% | $7,964-97.1% | $170+34.5% |