Filed February 5, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD FIDUCIARY TRUST CO Service code 15 · EIN 23-2186884 P.O. BOX 1110 · VALLEY FORGE, PA 194821110 | Recordkeeping | $64,024 |
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.
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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 | $72,209 | $89,274-19.1% | $149,718-51.8% | $77,958-7.4% |
| Participation rate | 95.2% | 87.6%+7.5pp | 87.1%+8.1pp | 71.6%+23.5pp |
| Annual return | 17.21% | 20.36%-3.2pp | 1501.63%-1484.4pp | 20.87%-3.7pp |
| Employer contribution / active EE | $2,073 | $3,727-44.4% | $5,445-61.9% | $2,310-10.3% |
| Participant deferral / active EE | $3,961 | $5,382-26.4% | $6,569-39.7% | $3,537+12.0% |
| Admin fee / account holder | $37 | $240-84.7% | $11,283-99.7% | $97-62.3% |