Filed December 30, 1992
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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $101,000 |
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP, INC Service code 64 | Recordkeeping Fees | $0 |
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 | $55,058 | $63,964-13.9% | $147,614-62.7% | $67,505-18.4% |
| Participation rate | 99.5% | 68.6%+30.9pp | 84.6%+14.9pp | 71.2%+28.3pp |
| Annual return | 7.73% | 9.05%-1.3pp | 61.98%-54.2pp | 6.52%+1.2pp |
| Employer contribution / active EE | $1,589 | $1,618-1.8% | $5,564-71.4% | $2,173-26.9% |
| Participant deferral / active EE | $2,570 | $2,589-0.7% | $4,895-47.5% | $3,597-28.5% |
| Admin fee / account holder | $14 | $43-67.4% | $11,611-99.9% | $56-75.1% |