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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $578,528 |
THE VANGUARD GROUP, INC.4+ 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 | $58,830 | $44,007+33.7% | $154,107-61.8% | $68,904-14.6% |
| Participation rate | 96.2% | 70.0%+26.1pp | 83.0%+13.1pp | 74.1%+22.0pp |
| Annual return | -3.23% | 8.15%-11.4pp | 735.12%-738.4pp | 1.07%-4.3pp |
| Employer contribution / active EE | $1,543 | $1,732-10.9% | $5,298-70.9% | $2,540-39.3% |
| Participant deferral / active EE | $3,398 | $2,813+20.8% | $5,081-33.1% | $4,015-15.4% |
| Admin fee / account holder | $72 | $65+10.7% | $13,411-99.5% | $71+0.5% |