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.9+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $40,373 |
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $24,371 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,615 | $331,159-28.2% | $112,887+110.5% | $74,419+219.3% |
| Participation rate | 99.3% | 81.4%+17.9pp | 80.5%+18.8pp | 70.7%+28.6pp |
| Annual return | 18.25% | 21.62%-3.4pp | 34.10%-15.9pp | 34.38%-16.1pp |
| Employer contribution / active EE | $4,905 | $5,469-10.3% | $4,563+7.5% | $2,637+86.0% |
| Participant deferral / active EE | $10,808 | $8,097+33.5% | $6,513+65.9% | $4,528+138.7% |
| Admin fee / account holder | $126 | $281-55.1% | $7,047-98.2% | $348-63.8% |