Filed September 18, 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.2+ years Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $326,556 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $135,204 | $85,635+57.9% | $123,892+9.1% | $63,975+111.3% |
| Participation rate | 99.3% | 74.9%+24.3pp | 81.4%+17.9pp | 71.1%+28.1pp |
| Annual return | 9.52% | 15.74%-6.2pp | 47.52%-38.0pp | 48.65%-39.1pp |
| Employer contribution / active EE | $9,159 | $3,076+197.7% | $4,617+98.4% | $2,182+319.8% |
| Participant deferral / active EE | $10,161 | $5,667+79.3% | $5,984+69.8% | $3,356+202.7% |
| Admin fee / account holder | $62 | $75-17.6% | $8,357-99.3% | $70-12.3% |