Filed June 18, 1996 (most recent of 2 filings on file)
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.4+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $41,591 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,869 | $41,467+51.6% | $67,313-6.6% | $55,725+12.8% |
| Participation rate | 91.6% | 62.5%+29.1pp | 69.1%+22.5pp | 70.9%+20.7pp |
| Annual return | -4.34% | 0.82%-5.2pp | -4.08%-0.3pp | 244.93%-249.3pp |
| Employer contribution / active EE | $1,147 | $1,316-12.8% | $2,566-55.3% | $2,078-44.8% |
| Participant deferral / active EE | $2,928 | $2,399+22.0% | $3,568-17.9% | $3,356-12.7% |
| Admin fee / account holder | $67 | $102-34.1% | $4,507-98.5% | $115-41.6% |