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.4+ years Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $383,907 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $140,360 | $88,874+57.9% | $123,544+13.6% | $75,289+86.4% |
| Participation rate | 99.6% | 75.9%+23.8pp | 82.3%+17.3pp | 72.4%+27.2pp |
| Annual return | -6.16% | 4.22%-10.4pp | 119.20%-125.4pp | -0.04%-6.1pp |
| Employer contribution / active EE | $9,585 | $3,256+194.4% | $4,628+107.1% | $2,405+298.5% |
| Participant deferral / active EE | $11,045 | $6,174+78.9% | $6,426+71.9% | $3,739+195.4% |
| Admin fee / account holder | $60 | $95-36.4% | $9,284-99.4% | $102-41.2% |