Filed August 2, 1996
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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $16,988 |
LEGACY PROFESSIONALS LLP1 year Filed as: LEGACY ASSET MANAGEMENT, INC Service code 27 · EIN 76-0574055 | Advisory (Plan) | $16,912 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,837 | $50,956+60.6% | $96,562-15.2% | $86,799-5.7% |
| Participation rate | 49.9% | 65.2%-15.4pp | 69.8%-19.9pp | 72.3%-22.4pp |
| Annual return | 16.17% | 21.27%-5.1pp | 37.78%-21.6pp | 97.91%-81.7pp |
| Employer contribution / active EE | $862 | $1,111-22.4% | $2,356-63.4% | $2,405-64.2% |
| Participant deferral / active EE | $2,600 | $2,954-12.0% | $3,849-32.5% | $4,131-37.1% |
| Admin fee / account holder | $207 | $166+24.6% | $6,181-96.7% | $170+22.0% |