Filed December 15, 1997
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 9-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 COMPANY Service code 19 100 VANGUARD BLVD · MALVERN, PA 19355 | Securities Custodian | $345 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,087 | $74,552+20.8% | $62,995+43.0% | $69,631+29.4% |
| Participation rate | 86.2% | 78.3%+7.9pp | 74.8%+11.4pp | 70.7%+15.5pp |
| Annual return | 14.19% | 15.77%-1.6pp | 87.57%-73.4pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $2,928 | $2,929-0.1% | $2,759+6.1% | $2,032+44.1% |
| Participant deferral / active EE | $2,396 | $2,974-19.4% | $3,329-28.0% | $3,224-25.7% |
| Admin fee / account holder | $0 | $59-99.5% | $3,600-100.0% | $110-99.7% |