Filed April 5, 1995
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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $167,733 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $118,607 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,895 | $122,693+80.0% | $184,203+19.9% | $199,593+10.7% |
| Participation rate | 99.1% | 86.8%+12.3pp | 86.8%+12.3pp | 72.0%+27.2pp |
| Annual return | 13.91% | 143.91%-130.0pp | 28.81%-14.9pp | 34.25%-20.3pp |
| Employer contribution / active EE | $4,563 | $4,584-0.5% | $6,427-29.0% | $3,034+50.4% |
| Participant deferral / active EE | $8,698 | $7,990+8.9% | $9,131-4.7% | $5,087+71.0% |
| Admin fee / account holder | $129 | $121+6.9% | $13,901-99.1% | $269-52.1% |