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.5+ years Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $424,821 |
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 | $167,644 | $101,523+65.1% | $141,162+18.8% | $77,787+115.5% |
| Participation rate | 99.7% | 77.4%+22.3pp | 82.5%+17.2pp | 73.2%+26.4pp |
| Annual return | 24.72% | 56.22%-31.5pp | 71.39%-46.7pp | 32.57%-7.9pp |
| Employer contribution / active EE | $9,777 | $3,341+192.6% | $4,735+106.5% | $2,504+290.4% |
| Participant deferral / active EE | $11,824 | $6,434+83.8% | $6,709+76.2% | $3,967+198.0% |
| Admin fee / account holder | $61 | $92-33.2% | $10,261-99.4% | $100-38.9% |