Filed March 6, 1997
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 | $361,185 |
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 | $101,441 | $80,211+26.5% | $74,183+36.7% | $63,975+58.6% |
| Participation rate | 98.9% | 84.2%+14.8pp | 76.6%+22.3pp | 71.1%+27.8pp |
| Annual return | 10.04% | 14.13%-4.1pp | 17.74%-7.7pp | 48.65%-38.6pp |
| Employer contribution / active EE | $4,705 | $2,553+84.3% | $2,370+98.5% | $2,182+115.6% |
| Participant deferral / active EE | $5,920 | $4,370+35.5% | $3,550+66.8% | $3,356+76.4% |
| Admin fee / account holder | $76 | $67+13.3% | $5,586-98.6% | $70+8.1% |