Filed October 18, 2004 (most recent of 2 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.3 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $53,862 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $130,433 | $204,517-36.2% | $69,455+87.8% | $77,787+67.7% |
| Participation rate | 61.9% | 74.6%-12.7pp | 74.6%-12.7pp | 73.2%-11.3pp |
| Annual return | 22.33% | 22.10%+0.2pp | 28.97%-6.6pp | 32.57%-10.2pp |
| Employer contribution / active EE | $532 | $3,548-85.0% | $2,779-80.9% | $2,504-78.8% |
| Participant deferral / active EE | $4,914 | $3,478+41.3% | $3,535+39.0% | $3,967+23.9% |
| Admin fee / account holder | $19 | $101-80.8% | $3,839-99.5% | $100-80.7% |