Filed May 21, 1997 (most recent of 2 filings on file)
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 | $60,134 |
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 | $35,491 | $46,219-23.2% | $89,391-60.3% | $90,288-60.7% |
| Participation rate | 92.6% | 44.9%+47.7pp | 68.0%+24.6pp | 73.4%+19.2pp |
| Annual return | 14.92% | 25.71%-10.8pp | 245.62%-230.7pp | 53.97%-39.0pp |
| Employer contribution / active EE | $1,064 | $953+11.7% | $2,586-58.8% | $2,524-57.8% |
| Participant deferral / active EE | $3,202 | $2,136+49.9% | $3,890-17.7% | $4,232-24.3% |
| Admin fee / account holder | $36 | $147-75.1% | $4,881-99.3% | $114-68.0% |