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.4 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $73,669 |
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 | $114,278 | $105,581+8.2% | $70,449+62.2% | $90,288+26.6% |
| Participation rate | 62.7% | 77.5%-14.8pp | 75.1%-12.3pp | 73.4%-10.6pp |
| Annual return | 24.70% | 14.78%+9.9pp | 109.03%-84.3pp | 53.97%-29.3pp |
| Employer contribution / active EE | $426 | $3,304-87.1% | $2,737-84.4% | $2,524-83.1% |
| Participant deferral / active EE | $4,377 | $3,813+14.8% | $3,709+18.0% | $4,232+3.4% |
| Admin fee / account holder | $20 | $68-71.0% | $3,845-99.5% | $114-82.9% |