Filed June 18, 1996 (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 | $4,880 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,314 | $55,416+64.8% | $75,972+20.2% | $77,643+17.6% |
| Participation rate | 94.5% | 63.6%+30.9pp | 69.1%+25.4pp | 70.6%+23.9pp |
| Annual return | 12.04% | 17.07%-5.0pp | 359.55%-347.5pp | 31.24%-19.2pp |
| Employer contribution / active EE | $1,744 | $1,788-2.5% | $2,685-35.1% | $2,726-36.0% |
| Participant deferral / active EE | $3,701 | $3,447+7.4% | $4,255-13.0% | $4,647-20.4% |
| Admin fee / account holder | $3 | $414-99.3% | $6,467-100.0% | $430-99.3% |