Filed December 11, 1997 (most recent of 5 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+ years Filed as: VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $453,197 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $76,431 | $98,217-22.2% | $105,722-27.7% | $63,975+19.5% |
| Participation rate | 88.3% | 81.9%+6.5pp | 78.9%+9.4pp | 71.1%+17.2pp |
| Annual return | 8.41% | 20.18%-11.8pp | 12.25%-3.8pp | 48.65%-40.2pp |
| Employer contribution / active EE | $2,629 | $4,802-45.3% | $4,079-35.5% | $2,182+20.5% |
| Participant deferral / active EE | $5,075 | $6,019-15.7% | $5,326-4.7% | $3,356+51.2% |
| Admin fee / account holder | $65 | $70-7.5% | $8,308-99.2% | $70-8.4% |