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.4+ 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 | $66,859 | $61,660+8.4% | $80,019-16.4% | $64,186+4.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -4.44% | -0.33%-4.1pp | 11.22%-15.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $3,858 | $1,810+113.1% | $2,468+56.3% | $2,381+62.0% |
| Participant deferral / active EE | $3,854 | $2,968+29.9% | $3,686+4.6% | $3,470+11.1% |
| Admin fee / account holder | $3,164 | $5,417-41.6% | $6,521-51.5% | $4,888-35.3% |