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.2 years Filed as: VANGUARD ADVISERS INC Service code 26 · EIN 23-2811930 | Advisory (Participants) | $23,620 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $4,111 |
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 | $73,954 | $44,764+65.2% | $68,791+7.5% | $64,808+14.1% |
| Participation rate | 93.3% | 64.8%+28.5pp | 69.0%+24.3pp | 71.5%+21.8pp |
| Annual return | -12.95% | -10.91%-2.0pp | -6.38%-6.6pp | 32.82%-45.8pp |
| Employer contribution / active EE | $1,461 | $1,775-17.7% | $2,655-45.0% | $2,506-41.7% |
| Participant deferral / active EE | $3,569 | $3,238+10.2% | $3,941-9.4% | $4,310-17.2% |
| Admin fee / account holder | $41 | $151-73.2% | $4,932-99.2% | $188-78.4% |