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.3+ 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 | $91,255 | $67,411+35.4% | $91,001+0.3% | $70,131+30.1% |
| Participation rate | 97.4% | 71.4%+26.1pp | 75.6%+21.8pp | 69.5%+27.9pp |
| Annual return | 13.93% | -40.16%+54.1pp | 4.60%+9.3pp | 73.14%-59.2pp |
| Employer contribution / active EE | $2,479 | $1,786+38.8% | $2,456+1.0% | $2,342+5.9% |
| Participant deferral / active EE | $3,855 | $2,823+36.6% | $3,547+8.7% | $3,332+15.7% |
| Admin fee / account holder | $3,876 | $4,236-8.5% | $5,417-28.4% | $4,645-16.6% |