Filed November 7, 1996 (most recent of 2 filings on file)
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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,625 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISORS INC Service code 26 · EIN 23-2811930 | Advisory (Participants) | $12,419 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,004 | $71,142+6.8% | $119,609-36.5% | $64,808+17.3% |
| Participation rate | 96.6% | 78.6%+17.9pp | 79.3%+17.3pp | 71.5%+25.1pp |
| Annual return | -14.09% | -10.01%-4.1pp | -14.97%+0.9pp | 32.82%-46.9pp |
| Employer contribution / active EE | $2,229 | $2,497-10.8% | $4,232-47.3% | $2,506-11.1% |
| Participant deferral / active EE | $5,764 | $4,490+28.4% | $5,602+2.9% | $4,310+33.7% |
| Admin fee / account holder | $59 | $162-63.7% | $10,323-99.4% | $188-68.7% |