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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,791 |
THE VANGUARD GROUP, INC.2+ 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 | $5,294 | $31,370-83.1% | $74,583-92.9% | $63,975-91.7% |
| Participation rate | 92.5% | 42.6%+50.0pp | 68.1%+24.4pp | 71.1%+21.4pp |
| Annual return | 6.17% | -105.16%+111.3pp | 20.47%-14.3pp | 48.65%-42.5pp |
| Employer contribution / active EE | $349 | $822-57.5% | $2,525-86.2% | $2,182-84.0% |
| Participant deferral / active EE | $215 | $1,560-86.2% | $3,458-93.8% | $3,356-93.6% |
| Admin fee / account holder | $2 | $77-96.9% | $4,138-99.9% | $70-96.6% |