Filed August 24, 1992
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+ years Filed as: VANGUARD GROUP INC. Service code 37 · EIN 23-1945930 | Loan Processing | $19,467 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $8,608 |
Annual investment return 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 | $183,338 | $112,315+63.2% | $81,367+125.3% | $55,191+232.2% |
| Participation rate | 98.4% | 88.0%+10.4pp | 82.3%+16.1pp | 69.2%+29.2pp |
| Annual return | -1.79% | 0.62%-2.4pp | -0.92%-0.9pp | 10.78%-12.6pp |
| Employer contribution / active EE | $3,277 | $4,239-22.7% | $3,930-16.6% | $1,899+72.6% |
| Participant deferral / active EE | $6,982 | $6,435+8.5% | $5,383+29.7% | $3,046+129.2% |
| Admin fee / account holder | $68 | $83-18.2% | $8,926-99.2% | $91-24.9% |