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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $689,945 |
THE VANGUARD GROUP, INC.5+ years Filed as: THE VANGUARD GROUP, INC Service code 64 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,298 | $53,565+14.4% | $172,739-64.5% | $82,204-25.4% |
| Participation rate | 99.1% | 69.6%+29.4pp | 82.6%+16.4pp | 73.4%+25.7pp |
| Annual return | 22.45% | 31.42%-9.0pp | 802.84%-780.4pp | 26.31%-3.9pp |
| Employer contribution / active EE | $1,647 | $1,857-11.3% | $5,143-68.0% | $2,707-39.1% |
| Participant deferral / active EE | $3,674 | $3,006+22.2% | $5,198-29.3% | $4,246-13.5% |
| Admin fee / account holder | $73 | $61+18.6% | $13,954-99.5% | $76-3.7% |