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.6+ years Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $476,671 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,333 | $127,481+53.2% | $149,696+30.5% | $90,288+116.3% |
| Participation rate | 99.3% | 78.2%+21.0pp | 82.5%+16.8pp | 73.4%+25.9pp |
| Annual return | 18.04% | 57.78%-39.7pp | 276.60%-258.6pp | 53.97%-35.9pp |
| Employer contribution / active EE | $10,319 | $3,448+199.3% | $4,644+122.2% | $2,524+308.8% |
| Participant deferral / active EE | $12,588 | $6,975+80.5% | $6,842+84.0% | $4,232+197.4% |
| Admin fee / account holder | $68 | $152-55.4% | $9,309-99.3% | $114-40.7% |