Filed August 16, 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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $82,253 |
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 | $110,839 | $80,211+38.2% | $74,183+49.4% | $63,975+73.3% |
| Participation rate | 99.6% | 84.2%+15.4pp | 76.6%+22.9pp | 71.1%+28.4pp |
| Annual return | 8.34% | 14.13%-5.8pp | 17.74%-9.4pp | 48.65%-40.3pp |
| Employer contribution / active EE | $5,178 | $2,553+102.8% | $2,370+118.5% | $2,182+137.3% |
| Participant deferral / active EE | $6,287 | $4,370+43.9% | $3,550+77.1% | $3,356+87.3% |
| Admin fee / account holder | $58 | $67-14.4% | $5,586-99.0% | $70-18.3% |