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 21 · EIN 23-2186884 | Bank Trustee | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,254 | $58,828+33.0% | $77,999+0.3% | $62,891+24.4% |
| Participation rate | 97.6% | 71.1%+26.5pp | 75.5%+22.0pp | 69.3%+28.3pp |
| Annual return | 6.43% | 17.16%-10.7pp | 425.96%-419.5pp | 20.14%-13.7pp |
| Employer contribution / active EE | $2,124 | $1,672+27.1% | $2,470-14.0% | $2,281-6.9% |
| Participant deferral / active EE | $3,399 | $2,686+26.6% | $3,497-2.8% | $3,203+6.1% |
| Admin fee / account holder | $4,948 | $4,393+12.6% | $5,480-9.7% | $4,296+15.2% |