Filed December 11, 1997 (most recent of 5 filings on file)
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 | $1,038,870 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $138,478 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,255 | $78,044-38.2% | $129,110-62.6% | $78,044-38.2% |
| Participation rate | 96.7% | 74.4%+22.3pp | 77.3%+19.5pp | 74.4%+22.3pp |
| Annual return | -14.30% | 10.87%-25.2pp | -10.94%-3.4pp | 10.87%-25.2pp |
| Employer contribution / active EE | $3,409 | $3,125+9.1% | $5,052-32.5% | $3,125+9.1% |
| Participant deferral / active EE | $5,558 | $5,084+9.3% | $6,542-15.0% | $5,084+9.3% |
| Admin fee / account holder | $86 | $79+8.7% | $14,302-99.4% | $79+8.7% |