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.10+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 15 · EIN 23-2640992 | Recordkeeping | $1,890 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,784 | $60,323+269.3% | $81,812+172.3% | $74,495+199.1% |
| Participation rate | 95.4% | 62.9%+32.6pp | 72.3%+23.1pp | 67.2%+28.2pp |
| Annual return | 13.28% | 16.90%-3.6pp | 773.79%-760.5pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $4,266 | $2,620+62.8% | $2,912+46.5% | $2,623+62.7% |
| Participant deferral / active EE | $5,860 | $3,387+73.0% | $4,319+35.7% | $4,346+34.8% |
| Admin fee / account holder | $10 | $1,486-99.3% | $7,386-99.9% | $1,942-99.5% |