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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $118,815 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,322 | $176,491-72.6% | $95,952-49.6% | $90,288-46.5% |
| Participation rate | 94.2% | 86.6%+7.6pp | 77.1%+17.1pp | 73.4%+20.8pp |
| Annual return | 10.88% | 20.14%-9.3pp | 91.61%-80.7pp | 53.97%-43.1pp |
| Employer contribution / active EE | $2,320 | $2,789-16.8% | $2,541-8.7% | $2,524-8.1% |
| Participant deferral / active EE | $2,528 | $5,340-52.7% | $4,167-39.3% | $4,232-40.3% |
| Admin fee / account holder | $84 | $154-45.2% | $6,795-98.8% | $114-25.9% |