Filed January 9, 2006 (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 GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $107,519 |
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 | $153,782 | $74,024+107.7% | $77,999+97.2% | $57,658+166.7% |
| Participation rate | 99.5% | 79.7%+19.8pp | 75.5%+24.0pp | 70.2%+29.3pp |
| Annual return | 8.08% | 12.14%-4.1pp | 425.96%-417.9pp | 5.13%+2.9pp |
| Employer contribution / active EE | $5,300 | $2,365+124.1% | $2,470+114.6% | $1,974+168.5% |
| Participant deferral / active EE | $8,908 | $3,533+152.1% | $3,497+154.7% | $3,061+191.1% |
| Admin fee / account holder | $152 | $93+63.2% | $5,480-97.2% | $95+60.9% |