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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $496,497 |
THE VANGUARD GROUP, INC.2+ 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 | $58,463 | $43,110+35.6% | $156,549-62.7% | $65,292-10.5% |
| Participation rate | 99.2% | 69.3%+29.9pp | 84.0%+15.2pp | 72.4%+26.8pp |
| Annual return | 7.50% | 11.24%-3.7pp | 32.23%-24.7pp | 11.84%-4.3pp |
| Employer contribution / active EE | $1,621 | $1,702-4.7% | $5,501-70.5% | $2,302-29.6% |
| Participant deferral / active EE | $2,612 | $2,520+3.6% | $4,871-46.4% | $3,579-27.0% |
| Admin fee / account holder | $69 | $47+45.2% | $13,027-99.5% | $57+19.6% |