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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $155,728 |
THE VANGUARD GROUP, INC.3+ 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).
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 | $56,124 | $43,717+28.4% | $81,478-31.1% | $77,958-28.0% |
| Participation rate | 49.8% | 42.5%+7.3pp | 68.0%-18.1pp | 71.6%-21.8pp |
| Annual return | 18.57% | 23.83%-5.3pp | 38.78%-20.2pp | 20.87%-2.3pp |
| Employer contribution / active EE | $951 | $919+3.5% | $2,568-63.0% | $2,310-58.9% |
| Participant deferral / active EE | $2,304 | $1,783+29.2% | $3,537-34.8% | $3,537-34.8% |
| Admin fee / account holder | $61 | $108-43.2% | $4,561-98.7% | $97-37.0% |