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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,950 |
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 | $135,622 | $89,274+51.9% | $149,718-9.4% | $77,958+74.0% |
| Participation rate | 99.1% | 87.6%+11.5pp | 87.1%+12.1pp | 71.6%+27.5pp |
| Annual return | 18.11% | 20.36%-2.3pp | 1501.63%-1483.5pp | 20.87%-2.8pp |
| Employer contribution / active EE | $3,532 | $3,727-5.2% | $5,445-35.1% | $2,310+52.9% |
| Participant deferral / active EE | $5,759 | $5,382+7.0% | $6,569-12.3% | $3,537+62.8% |
| Admin fee / account holder | $4 | $240-98.4% | $11,283-100.0% | $97-96.1% |