Filed September 15, 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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $88,689 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $12,841 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,320 | $72,254+142.6% | $86,677+102.3% | $64,808+170.5% |
| Participation rate | 92.0% | 80.4%+11.5pp | 76.6%+15.4pp | 71.5%+20.5pp |
| Annual return | -12.69% | 392.42%-405.1pp | 35.91%-48.6pp | 32.82%-45.5pp |
| Employer contribution / active EE | $8,705 | $2,393+263.8% | $2,836+206.9% | $2,506+247.4% |
| Participant deferral / active EE | $9,257 | $4,658+98.7% | $4,656+98.8% | $4,310+114.8% |
| Admin fee / account holder | $131 | $174-24.7% | $7,493-98.3% | $188-30.3% |