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.6+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $17,266 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,760 | $51,288+63.3% | $81,983+2.2% | $73,409+14.1% |
| Participation rate | 92.6% | 64.0%+28.7pp | 69.2%+23.4pp | 72.2%+20.5pp |
| Annual return | 13.90% | 29.48%-15.6pp | 41.31%-27.4pp | 59.29%-45.4pp |
| Employer contribution / active EE | $1,250 | $1,487-15.9% | $2,498-49.9% | $2,234-44.0% |
| Participant deferral / active EE | $3,445 | $2,715+26.9% | $3,722-7.4% | $3,805-9.5% |
| Admin fee / account holder | $27 | $125-78.5% | $5,664-99.5% | $158-82.9% |