Filed February 5, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD FIDUCIARY TRUST CO Service code 15 · EIN 23-2186884 P.O. BOX 1110 · VALLEY FORGE, PA 194821110 | Recordkeeping | $61,937 |
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 | $62,665 | $80,354-22.0% | $133,980-53.2% | $63,975-2.0% |
| Participation rate | 95.8% | 87.5%+8.3pp | 87.1%+8.7pp | 71.1%+24.6pp |
| Annual return | 8.04% | 13.11%-5.1pp | 29.30%-21.3pp | 48.65%-40.6pp |
| Employer contribution / active EE | $1,097 | $3,503-68.7% | $5,211-79.0% | $2,182-49.7% |
| Participant deferral / active EE | $3,517 | $5,239-32.9% | $6,282-44.0% | $3,356+4.8% |
| Admin fee / account holder | $38 | $69-44.5% | $9,324-99.6% | $70-45.4% |