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.3+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $100,848 |
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 | $170,761 | $75,284+126.8% | $91,001+87.6% | $69,631+145.2% |
| Participation rate | 99.6% | 80.4%+19.2pp | 75.6%+24.0pp | 70.7%+28.9pp |
| Annual return | 15.44% | 48.40%-33.0pp | 4.60%+10.8pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $5,384 | $2,473+117.7% | $2,456+119.3% | $2,032+165.0% |
| Participant deferral / active EE | $8,893 | $3,700+140.4% | $3,547+150.7% | $3,224+175.9% |
| Admin fee / account holder | $133 | $111+20.5% | $5,417-97.5% | $110+20.6% |