Filed April 19, 1996
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 Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $75,002 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,598 | $80,211+47.9% | $74,183+59.9% | $63,975+85.4% |
| Participation rate | 98.2% | 84.2%+14.1pp | 76.6%+21.6pp | 71.1%+27.1pp |
| Annual return | 8.81% | 14.13%-5.3pp | 17.74%-8.9pp | 48.65%-39.8pp |
| Employer contribution / active EE | $3,654 | $2,553+43.1% | $2,370+54.2% | $2,182+67.5% |
| Participant deferral / active EE | $6,121 | $4,370+40.1% | $3,550+72.4% | $3,356+82.4% |
| Admin fee / account holder | $20 | $67-69.8% | $5,586-99.6% | $70-71.2% |