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 | $43,577 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $19,962 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $14,154 |
Filed as: BERGER,GHERSI & LADUKE PLC Service code 16 · EIN 38-2517534 | Consulting | $13,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,381 | $88,890+48.9% | $102,423+29.2% | $77,643+70.5% |
| Participation rate | 79.8% | 80.9%-1.1pp | 76.5%+3.4pp | 70.6%+9.3pp |
| Annual return | 12.48% | 24.98%-12.5pp | 29.32%-16.8pp | 31.24%-18.8pp |
| Employer contribution / active EE | $1,110 | $2,698-58.8% | $3,023-63.3% | $2,726-59.3% |
| Participant deferral / active EE | $2,597 | $5,145-49.5% | $5,053-48.6% | $4,647-44.1% |
| Admin fee / account holder | $343 | $235+45.7% | $9,451-96.4% | $430-20.3% |