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.6+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 15 · EIN 23-2186884 | Recordkeeping | $2,250 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,276 | $66,124+302.7% | $90,404+194.5% | $73,488+262.3% |
| Participation rate | 96.3% | 69.7%+26.7pp | 72.7%+23.6pp | 70.7%+25.6pp |
| Annual return | 15.15% | 17.65%-2.5pp | 1293.02%-1277.9pp | 28.51%-13.4pp |
| Employer contribution / active EE | $2,824 | $2,346+20.4% | $3,262-13.4% | $2,270+24.4% |
| Participant deferral / active EE | $5,136 | $3,039+69.0% | $3,963+29.6% | $3,740+37.3% |
| Admin fee / account holder | $14 | $396-96.5% | $5,611-99.8% | $513-97.3% |