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.9+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 15 · EIN 23-2640992 | Recordkeeping | $1,870 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,607 | $58,264+294.1% | $86,612+165.1% | $71,457+221.3% |
| Participation rate | 95.9% | 65.0%+30.9pp | 71.7%+24.2pp | 67.9%+28.0pp |
| Annual return | 17.26% | 21.63%-4.4pp | 591.07%-573.8pp | 28.85%-11.6pp |
| Employer contribution / active EE | $4,072 | $2,574+58.2% | $3,022+34.7% | $2,588+57.4% |
| Participant deferral / active EE | $5,691 | $3,436+65.6% | $4,438+28.2% | $4,289+32.7% |
| Admin fee / account holder | $9 | $1,057-99.2% | $5,614-99.8% | $1,587-99.4% |