Filed April 17, 2007
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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $162,463 |
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP, INC Service code 99 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,226 | $30,979+46.0% | $67,711-33.2% | $59,188-23.6% |
| Participation rate | 46.5% | 40.5%+6.0pp | 67.5%-21.1pp | 69.4%-23.0pp |
| Annual return | 2.46% | -1.74%+4.2pp | 25.41%-22.9pp | 5.51%-3.0pp |
| Employer contribution / active EE | $853 | $807+5.6% | $2,559-66.7% | $2,098-59.4% |
| Participant deferral / active EE | $2,011 | $1,603+25.5% | $3,585-43.9% | $3,265-38.4% |
| Admin fee / account holder | $65 | $81-20.0% | $4,255-98.5% | $92-29.7% |