Filed July 24, 1992
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 Service code 15 · EIN 23-1945930 | Recordkeeping | $27,428 |
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 | $186,392 | $155,795+19.6% | $136,294+36.8% | $69,631+167.7% |
| Participation rate | 89.0% | 75.2%+13.8pp | 81.9%+7.1pp | 70.7%+18.4pp |
| Annual return | 18.23% | 232464.33%-232446.1pp | 5155.94%-5137.7pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $4,285 | $2,991+43.3% | $4,695-8.7% | $2,032+110.9% |
| Participant deferral / active EE | $8,045 | $5,394+49.2% | $6,247+28.8% | $3,224+149.6% |
| Admin fee / account holder | $30 | $128-76.8% | $9,243-99.7% | $110-73.1% |