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.8+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 15 · EIN 23-2640992 | Recordkeeping | $1,350 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,857 | $51,197+339.2% | $82,719+171.8% | $66,914+236.0% |
| Participation rate | 94.3% | 67.8%+26.5pp | 72.6%+21.8pp | 69.8%+24.5pp |
| Annual return | -17.92% | -9.64%-8.3pp | 701.18%-719.1pp | 1.58%-19.5pp |
| Employer contribution / active EE | $3,250 | $2,611+24.5% | $3,009+8.0% | $2,544+27.8% |
| Participant deferral / active EE | $5,532 | $3,458+60.0% | $4,395+25.9% | $4,237+30.6% |
| Admin fee / account holder | $5 | $416-98.7% | $5,329-99.9% | $593-99.1% |