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.1 year Filed as: VANGUARD ADVISERS INC Service code 26 · EIN 23-2811930 | Advisory (Participants) | $21,526 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $3,021 |
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 | $94,505 | $58,347+62.0% | $85,682+10.3% | $86,799+8.9% |
| Participation rate | 92.9% | 64.9%+27.9pp | 69.9%+23.0pp | 72.3%+20.6pp |
| Annual return | 16.02% | 18.43%-2.4pp | 21.49%-5.5pp | 97.91%-81.9pp |
| Employer contribution / active EE | $1,348 | $1,751-23.0% | $2,618-48.5% | $2,405-44.0% |
| Participant deferral / active EE | $3,752 | $3,065+22.4% | $3,923-4.4% | $4,131-9.2% |
| Admin fee / account holder | $38 | $147-74.2% | $6,873-99.4% | $170-77.6% |