Filed May 4, 1993
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 COMPANY Service code 15 · EIN 23-2186884 | Recordkeeping | $580 |
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 | $242,918 | $44,873+441.3% | $79,464+205.7% | $56,287+331.6% |
| Participation rate | 96.8% | 68.7%+28.1pp | 73.3%+23.5pp | 69.9%+27.0pp |
| Annual return | -3.55% | 0.81%-4.4pp | 718.14%-721.7pp | -9.96%+6.4pp |
| Employer contribution / active EE | $5,030 | $2,140+135.1% | $2,800+79.6% | $2,111+138.3% |
| Participant deferral / active EE | $6,158 | $2,746+124.3% | $3,704+66.3% | $3,350+83.8% |
| Admin fee / account holder | $3 | $418-99.2% | $5,113-99.9% | $521-99.3% |