Filed February 5, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD FIDUCIARY TRUST CO Service code 15 · EIN 23-2186884 P.O. BOX 1110 · VALLEY FORGE, PA 194821110 | Recordkeeping | $62,350 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 3 reportable transactions with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,966 | $75,760-19.5% | $123,104-50.5% | $59,188+3.0% |
| Participation rate | 96.3% | 86.0%+10.3pp | 86.8%+9.5pp | 69.4%+26.9pp |
| Annual return | -0.39% | 2.93%-3.3pp | 13.22%-13.6pp | 5.51%-5.9pp |
| Employer contribution / active EE | $1,072 | $3,415-68.6% | $5,151-79.2% | $2,098-48.9% |
| Participant deferral / active EE | $3,390 | $5,000-32.2% | $6,230-45.6% | $3,265+3.8% |
| Admin fee / account holder | $38 | $61-37.0% | $9,015-99.6% | $92-58.5% |