Filed March 7, 1995
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 Service code 15 · EIN 23-1945930 | Recordkeeping | $8,686 |
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP, INC Service code 99 | Other Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,504 | $30,979-82.2% | $67,711-91.9% | $59,188-90.7% |
| Participation rate | 92.4% | 40.5%+51.9pp | 67.5%+24.9pp | 69.4%+23.0pp |
| Annual return | -0.03% | -1.74%+1.7pp | 25.41%-25.4pp | 5.51%-5.5pp |
| Employer contribution / active EE | $401 | $807-50.3% | $2,559-84.3% | $2,098-80.9% |
| Participant deferral / active EE | $221 | $1,603-86.2% | $3,585-93.8% | $3,265-93.2% |
| Admin fee / account holder | $1 | $81-99.1% | $4,255-100.0% | $92-99.2% |