Filed May 20, 2015
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.5+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $6,178 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $98,848 | $86,332+14.5% | $125,175-21.0% | $65,185+51.6% |
| Participation rate | 97.4% | 75.3%+22.1pp | 79.8%+17.6pp | 70.2%+27.2pp |
| Annual return | 21.55% | 27.43%-5.9pp | 43.79%-22.2pp | 29.38%-7.8pp |
| Employer contribution / active EE | $2,227 | $2,040+9.2% | $3,865-42.4% | $2,177+2.3% |
| Participant deferral / active EE | $5,730 | $3,537+62.0% | $4,937+16.1% | $3,514+63.1% |
| Admin fee / account holder | $14 | $609-97.7% | $9,702-99.9% | $847-98.3% |