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.3+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $83,191 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,881 | $88,730+44.1% | $82,313+55.4% | $77,958+64.0% |
| Participation rate | 98.8% | 84.5%+14.3pp | 76.9%+22.0pp | 71.6%+27.2pp |
| Annual return | 18.26% | 20.88%-2.6pp | 25.88%-7.6pp | 20.87%-2.6pp |
| Employer contribution / active EE | $3,896 | $2,758+41.2% | $2,428+60.4% | $2,310+68.6% |
| Participant deferral / active EE | $6,076 | $4,634+31.1% | $3,706+63.9% | $3,537+71.8% |
| Admin fee / account holder | $20 | $74-72.3% | $5,608-99.6% | $97-79.0% |