Filed November 9, 2005
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 8-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.4+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $480,027 |
THE VANGUARD GROUP, INC.1 year Service code 99 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $248,069 | $105,190+135.8% | $98,907+150.8% | $90,288+174.8% |
| Participation rate | 99.3% | 86.4%+13.0pp | 76.0%+23.3pp | 73.4%+26.0pp |
| Annual return | 15.81% | 18.52%-2.7pp | 196.43%-180.6pp | 53.97%-38.2pp |
| Employer contribution / active EE | $10,838 | $3,831+182.9% | $2,689+303.0% | $2,524+329.4% |
| Participant deferral / active EE | $13,869 | $5,616+147.0% | $4,244+226.8% | $4,232+227.7% |
| Admin fee / account holder | $159 | $97+63.1% | $6,642-97.6% | $114+39.2% |