Filed October 17, 2006 (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.1+ years Filed as: VANGUARD Service code 37 · EIN 23-1945930 | Loan Processing | $10,180 |
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 | $130,016 | $34,220+279.9% | $73,843+76.1% | $59,188+119.7% |
| Participation rate | 98.6% | 59.1%+39.5pp | 73.4%+25.2pp | 69.4%+29.2pp |
| Annual return | 5.88% | 3.36%+2.5pp | 2267.84%-2262.0pp | 5.51%+0.4pp |
| Employer contribution / active EE | $5,415 | $1,480+265.9% | $2,787+94.3% | $2,098+158.1% |
| Participant deferral / active EE | $10,753 | $2,035+428.4% | $3,583+200.1% | $3,265+229.4% |
| Admin fee / account holder | $2 | $64-96.6% | $4,880-100.0% | $92-97.6% |