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.5+ 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 | $78,182 | $76,367+2.4% | $93,606-16.5% | $72,985+7.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 16.95% | 25.82%-8.9pp | 32.76%-15.8pp | 81.00%-64.1pp |
| Employer contribution / active EE | $2,859 | $2,275+25.6% | $2,718+5.2% | $2,440+17.2% |
| Participant deferral / active EE | $4,753 | $3,538+34.3% | $4,069+16.8% | $3,607+31.8% |
| Admin fee / account holder | $6,810 | $6,838-0.4% | $7,888-13.7% | $5,124+32.9% |