Filed December 30, 1998
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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $452,296 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $52,508 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,184 | $112,623-55.4% | $106,213-52.8% | $199,593-74.9% |
| Participation rate | 96.8% | 86.2%+10.6pp | 75.3%+21.5pp | 72.0%+24.9pp |
| Annual return | 14.18% | 15.57%-1.4pp | 116.14%-102.0pp | 34.25%-20.1pp |
| Employer contribution / active EE | $1,366 | $4,575-70.1% | $3,171-56.9% | $3,034-55.0% |
| Participant deferral / active EE | $5,115 | $6,659-23.2% | $5,016+2.0% | $5,087+0.6% |
| Admin fee / account holder | $90 | $107-16.2% | $11,033-99.2% | $269-66.7% |