Filed October 1, 1993
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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $109,949 |
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 | $53,867 | $80,360-33.0% | $90,160-40.3% | $77,958-30.9% |
| Participation rate | 95.1% | 81.9%+13.2pp | 76.9%+18.2pp | 71.6%+23.5pp |
| Annual return | 20.21% | 24.56%-4.3pp | 34.88%-14.7pp | 20.87%-0.7pp |
| Employer contribution / active EE | $1,993 | $2,326-14.3% | $3,318-39.9% | $2,310-13.7% |
| Participant deferral / active EE | $6,052 | $5,829+3.8% | $5,288+14.5% | $3,537+71.1% |
| Admin fee / account holder | $45 | $64-29.4% | $5,943-99.2% | $97-53.7% |