Filed September 2, 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.1+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $123,561 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $237,197 | $81,321+191.7% | $68,509+246.2% | $59,188+300.7% |
| Participation rate | 54.0% | 83.8%-29.8pp | 74.7%-20.7pp | 69.4%-15.4pp |
| Annual return | 0.27% | 4.65%-4.4pp | 8.27%-8.0pp | 5.51%-5.2pp |
| Employer contribution / active EE | $5,130 | $3,297+55.6% | $2,278+125.2% | $2,098+144.5% |
| Participant deferral / active EE | $4,396 | $4,592-4.3% | $3,382+30.0% | $3,265+34.6% |
| Admin fee / account holder | $86 | $62+39.4% | $5,275-98.4% | $92-6.6% |