Filed November 9, 2005
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.2+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,661,776 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,486 | $329,111-43.0% | $88,497+111.9% | $329,111-43.0% |
| Participation rate | 95.3% | 67.9%+27.5pp | 82.4%+12.9pp | 67.9%+27.5pp |
| Annual return | 6.92% | 16.35%-9.4pp | 7.63%-0.7pp | 16.35%-9.4pp |
| Employer contribution / active EE | $2,690 | $2,303+16.8% | $4,036-33.4% | $2,303+16.8% |
| Participant deferral / active EE | $8,311 | $3,682+125.7% | $4,899+69.6% | $3,682+125.7% |
| Admin fee / account holder | $94 | $754-87.5% | $6,220-98.5% | $754-87.5% |