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 | $109,881+383.7% | $150,045+254.2% | $84,808+526.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.74% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $14,436 | $3,561+305.4% | $4,693+207.6% | $2,631+448.7% |
| Participant deferral / active EE | $12,494 | $6,636+88.3% | $7,997+56.2% | $4,212+196.7% |
| Admin fee / account holder | $158 | $8,568-98.2% | $13,435-98.8% | $7,344-97.8% |