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.5+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $502,881 |
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 | $126,737 | $105,247+20.4% | $87,100+45.5% | $77,787+62.9% |
| Participation rate | 99.4% | 85.8%+13.6pp | 76.9%+22.5pp | 73.2%+26.2pp |
| Annual return | 23.53% | 24.52%-1.0pp | 28.19%-4.7pp | 32.57%-9.0pp |
| Employer contribution / active EE | $5,970 | $2,895+106.3% | $2,521+136.8% | $2,504+138.4% |
| Participant deferral / active EE | $7,142 | $5,060+41.1% | $4,049+76.4% | $3,967+80.0% |
| Admin fee / account holder | $90 | $104-13.7% | $7,497-98.8% | $100-9.9% |