Filed April 29, 2015 (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: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $503,173 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,715 | $49,105-13.0% | $92,893-54.0% | $89,569-52.3% |
| Participation rate | 35.4% | 79.0%-43.6pp | 76.0%-40.6pp | 69.6%-34.2pp |
| Annual return | 23.00% | 32.35%-9.4pp | 109.41%-86.4pp | 34.56%-11.6pp |
| Employer contribution / active EE | $1,035 | $3,373-69.3% | $3,653-71.7% | $2,584-59.9% |
| Participant deferral / active EE | $1,820 | $2,531-28.1% | $4,236-57.0% | $4,220-56.9% |
| Admin fee / account holder | $50 | $93-45.6% | $5,794-99.1% | $72-29.7% |