Filed October 25, 1999 (most recent of 3 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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $121,021 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,047 | $105,247-51.5% | $87,100-41.4% | $77,787-34.4% |
| Participation rate | 93.2% | 85.8%+7.4pp | 76.9%+16.3pp | 73.2%+20.0pp |
| Annual return | 19.11% | 24.52%-5.4pp | 28.19%-9.1pp | 32.57%-13.5pp |
| Employer contribution / active EE | $3,199 | $2,895+10.5% | $2,521+26.9% | $2,504+27.7% |
| Participant deferral / active EE | $2,826 | $5,060-44.2% | $4,049-30.2% | $3,967-28.8% |
| Admin fee / account holder | $87 | $104-16.6% | $7,497-98.8% | $100-12.9% |