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.3+ years Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $356,015 |
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD GROUP INC. Service code 60 | Sub-TA Fees | $0 |
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 | $155,812 | $96,458+61.5% | $136,294+14.3% | $77,958+99.9% |
| Participation rate | 99.6% | 75.4%+24.2pp | 81.9%+17.7pp | 71.6%+28.0pp |
| Annual return | 19.28% | 23.78%-4.5pp | 5155.94%-5136.7pp | 20.87%-1.6pp |
| Employer contribution / active EE | $9,696 | $3,144+208.4% | $4,695+106.5% | $2,310+319.6% |
| Participant deferral / active EE | $10,695 | $5,902+81.2% | $6,247+71.2% | $3,537+202.4% |
| Admin fee / account holder | $61 | $80-23.6% | $9,243-99.3% | $97-36.9% |