Filed October 28, 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 8-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.1+ years Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $5,840 |
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 | $83,832 | $69,305+21.0% | $82,313+1.8% | $69,631+20.4% |
| Participation rate | 96.9% | 80.3%+16.6pp | 76.9%+20.0pp | 70.7%+26.2pp |
| Annual return | 16.63% | 21.47%-4.8pp | 25.88%-9.2pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $2,928 | $1,887+55.2% | $2,428+20.6% | $2,032+44.1% |
| Participant deferral / active EE | $4,113 | $3,568+15.3% | $3,706+11.0% | $3,224+27.6% |
| Admin fee / account holder | $5 | $97-94.6% | $5,608-99.9% | $110-95.2% |