Filed December 23, 1992
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.11+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 P.O. BOX 1230 · VALLEY FORGE, PA 194821101 | Recordkeeping | $15,525 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $12,731 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $531,461 | $106,749+397.9% | $145,433+265.4% | $82,448+544.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.74% | 27.59%-12.9pp | 66.58%-51.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $14,436 | $3,444+319.1% | $4,554+217.0% | $2,551+465.9% |
| Participant deferral / active EE | $12,494 | $6,519+91.7% | $7,897+58.2% | $4,139+201.8% |
| Admin fee / account holder | $158 | $8,390-98.1% | $13,129-98.8% | $7,234-97.8% |