Filed February 5, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD FIDUCIARY TRUST CO Service code 15 · EIN 23-2186884 P.O. BOX 1110 · VALLEY FORGE, PA 194821110 | Recordkeeping | $83,040 |
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 | $64,595 | $82,546-21.7% | $140,016-53.9% | $75,289-14.2% |
| Participation rate | 95.9% | 88.4%+7.5pp | 87.5%+8.4pp | 72.4%+23.5pp |
| Annual return | -1.05% | -0.36%-0.7pp | 651.12%-652.2pp | -0.04%-1.0pp |
| Employer contribution / active EE | $4,362 | $3,856+13.1% | $5,606-22.2% | $2,405+81.4% |
| Participant deferral / active EE | $4,063 | $5,731-29.1% | $6,927-41.4% | $3,739+8.7% |
| Admin fee / account holder | $46 | $86-45.9% | $10,705-99.6% | $102-54.7% |