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.3 years Filed as: VANGUARD ADVISERS INC Service code 26 · EIN 23-2811930 | Advisory (Participants) | $5,973 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $3,295 |
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 | $85,582 | $49,693+72.2% | $70,515+21.4% | $74,419+15.0% |
| Participation rate | 94.0% | 64.7%+29.3pp | 68.3%+25.6pp | 70.7%+23.2pp |
| Annual return | 18.25% | 21.22%-3.0pp | 32.77%-14.5pp | 34.38%-16.1pp |
| Employer contribution / active EE | $1,605 | $1,773-9.5% | $2,973-46.0% | $2,637-39.1% |
| Participant deferral / active EE | $3,713 | $3,376+10.0% | $4,567-18.7% | $4,528-18.0% |
| Admin fee / account holder | $13 | $316-95.9% | $6,412-99.8% | $348-96.3% |