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.5+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 15 · EIN 23-2186884 | Recordkeeping | $540 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $280,798 | $51,620+444.0% | $90,281+211.0% | $65,185+330.8% |
| Participation rate | 96.3% | 68.6%+27.6pp | 73.3%+23.0pp | 70.2%+26.1pp |
| Annual return | 20.55% | 24.94%-4.4pp | 78.10%-57.5pp | 29.38%-8.8pp |
| Employer contribution / active EE | $2,841 | $2,235+27.1% | $2,854-0.5% | $2,177+30.5% |
| Participant deferral / active EE | $6,242 | $2,871+117.4% | $3,885+60.6% | $3,514+77.6% |
| Admin fee / account holder | $3 | $384-99.2% | $5,351-99.9% | $847-99.6% |