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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $251,379 |
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 | $32,598 | $105,190-69.0% | $98,907-67.0% | $90,288-63.9% |
| Participation rate | 96.5% | 86.4%+10.2pp | 76.0%+20.5pp | 73.4%+23.2pp |
| Annual return | 17.55% | 18.52%-1.0pp | 196.43%-178.9pp | 53.97%-36.4pp |
| Employer contribution / active EE | $1,122 | $3,831-70.7% | $2,689-58.3% | $2,524-55.6% |
| Participant deferral / active EE | $3,629 | $5,616-35.4% | $4,244-14.5% | $4,232-14.3% |
| Admin fee / account holder | $68 | $97-29.7% | $6,642-99.0% | $114-40.0% |