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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,857 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $15,492 |
Filed as: BERGER GHERSI & LADUKE PLC Service code 16 · EIN 38-2517534 | Consulting | $13,500 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $12,015 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,560 | $72,254+47.5% | $86,677+22.9% | $64,808+64.4% |
| Participation rate | 82.9% | 80.4%+2.5pp | 76.6%+6.4pp | 71.5%+11.5pp |
| Annual return | -14.42% | 392.42%-406.8pp | 35.91%-50.3pp | 32.82%-47.2pp |
| Employer contribution / active EE | $1,260 | $2,393-47.3% | $2,836-55.6% | $2,506-49.7% |
| Participant deferral / active EE | $2,989 | $4,658-35.8% | $4,656-35.8% | $4,310-30.7% |
| Admin fee / account holder | $266 | $174+52.9% | $7,493-96.5% | $188+41.6% |