Filed August 11, 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.2+ years Filed as: VANGUARD FIDUCIARY TRUST Service code 13 · EIN 23-2186884 | Contract Administrator | $269,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,074 | $82,279+105.5% | $77,999+116.8% | $63,975+164.3% |
| Participation rate | 97.2% | 84.7%+12.5pp | 75.5%+21.6pp | 71.1%+26.0pp |
| Annual return | 9.90% | 11.20%-1.3pp | 425.96%-416.1pp | 48.65%-38.8pp |
| Employer contribution / active EE | $5,690 | $3,297+72.6% | $2,470+130.4% | $2,182+160.8% |
| Participant deferral / active EE | $10,450 | $4,538+130.2% | $3,497+198.8% | $3,356+211.3% |
| Admin fee / account holder | $133 | $81+62.9% | $5,480-97.6% | $70+88.3% |