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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $139,701 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,524 | $82,279-70.2% | $77,999-68.6% | $63,975-61.7% |
| Participation rate | 93.0% | 84.7%+8.3pp | 75.5%+17.5pp | 71.1%+21.9pp |
| Annual return | 8.79% | 11.20%-2.4pp | 425.96%-417.2pp | 48.65%-39.9pp |
| Employer contribution / active EE | $844 | $3,297-74.4% | $2,470-65.8% | $2,182-61.3% |
| Participant deferral / active EE | $2,298 | $4,538-49.4% | $3,497-34.3% | $3,356-31.5% |
| Admin fee / account holder | $54 | $81-33.7% | $5,480-99.0% | $70-23.4% |