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 | $32,876 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $15,694 |
BERGER, GHERSI & LADUKE PLC5 years Service code 16 · EIN 38-2517534 | Consulting | $13,500 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $12,701 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,750 | $99,078+22.9% | $96,544+26.1% | $74,419+63.6% |
| Participation rate | 81.7% | 80.7%+1.1pp | 76.0%+5.8pp | 70.7%+11.0pp |
| Annual return | 15.56% | 22.48%-6.9pp | 25.84%-10.3pp | 34.38%-18.8pp |
| Employer contribution / active EE | $1,282 | $2,570-50.1% | $2,965-56.8% | $2,637-51.4% |
| Participant deferral / active EE | $3,015 | $4,933-38.9% | $4,851-37.8% | $4,528-33.4% |
| Admin fee / account holder | $265 | $225+18.0% | $8,252-96.8% | $348-23.8% |