Filed May 18, 2005 (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 6-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.3+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $62,194 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,793 | $69,305-3.6% | $82,313-18.9% | $69,631-4.1% |
| Participation rate | 97.6% | 80.3%+17.3pp | 76.9%+20.7pp | 70.7%+26.9pp |
| Annual return | -34.96% | 21.47%-56.4pp | 25.88%-60.8pp | 27571.02%-27606.0pp |
| Employer contribution / active EE | $0 | $1,887-100.0% | $2,428-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $6,080 | $3,568+70.4% | $3,706+64.0% | $3,224+88.6% |
| Admin fee / account holder | $90 | $97-7.8% | $5,608-98.4% | $110-18.9% |