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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $54,573 |
THE VANGUARD GROUP, INC.3+ years Filed as: THE VANGUARD GROUP, INC Service code 99 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,910 | $43,717+2.7% | $81,478-44.9% | $77,958-42.4% |
| Participation rate | 4.6% | 42.5%-37.9pp | 68.0%-63.4pp | 71.6%-67.1pp |
| Annual return | 11.59% | 23.83%-12.2pp | 38.78%-27.2pp | 20.87%-9.3pp |
| Employer contribution / active EE | $382 | $919-58.5% | $2,568-85.1% | $2,310-83.5% |
| Participant deferral / active EE | $232 | $1,783-87.0% | $3,537-93.5% | $3,537-93.5% |
| Admin fee / account holder | $172 | $108+59.1% | $4,561-96.2% | $97+76.2% |