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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $532,076 |
THE VANGUARD GROUP, INC.3+ 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 | $66,178 | $48,835+35.5% | $170,442-61.2% | $177,276-62.7% |
| Participation rate | 98.5% | 72.1%+26.4pp | 83.6%+14.9pp | 74.8%+23.7pp |
| Annual return | 16.95% | 19.44%-2.5pp | 205.93%-189.0pp | 21.25%-4.3pp |
| Employer contribution / active EE | $1,607 | $1,798-10.6% | $5,433-70.4% | $2,479-35.2% |
| Participant deferral / active EE | $3,156 | $2,757+14.5% | $4,939-36.1% | $3,881-18.7% |
| Admin fee / account holder | $71 | $52+37.6% | $13,880-99.5% | $154-53.6% |