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.5+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $11,258 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,774 | $46,423+63.2% | $75,886-0.1% | $67,579+12.1% |
| Participation rate | 91.9% | 63.1%+28.8pp | 69.3%+22.6pp | 71.3%+20.6pp |
| Annual return | 21.70% | 32.29%-10.6pp | 30.76%-9.1pp | 378.56%-356.9pp |
| Employer contribution / active EE | $1,154 | $1,406-18.0% | $2,500-53.9% | $2,148-46.3% |
| Participant deferral / active EE | $3,103 | $2,564+21.0% | $3,603-13.9% | $3,539-12.3% |
| Admin fee / account holder | $15 | $132-89.0% | $5,418-99.7% | $142-89.8% |