Filed June 5, 2018 (most recent of 5 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 | $1,825 |
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 | $115,543 | $88,515+30.5% | $162,163-28.7% | $67,579+71.0% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 23.67% | 27.04%-3.4pp | 115.59%-91.9pp | 378.56%-354.9pp |
| Employer contribution / active EE | $5,510 | $3,563+54.6% | $5,614-1.8% | $2,148+156.6% |
| Participant deferral / active EE | $5,626 | $5,724-1.7% | $7,298-22.9% | $3,539+58.9% |
| Admin fee / account holder | $1 | $124-99.0% | $10,843-100.0% | $142-99.1% |