Filed January 29, 2010 (most recent of 4 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: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $1,008,376 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,066 | $93,789-23.2% | $67,834+6.2% | $329,111-78.1% |
| Participation rate | 45.6% | 65.9%-20.3pp | 68.8%-23.2pp | 67.9%-22.3pp |
| Annual return | 11.63% | 17.51%-5.9pp | 138.47%-126.8pp | 16.35%-4.7pp |
| Employer contribution / active EE | $71 | $3,924-98.2% | $2,403-97.0% | $2,303-96.9% |
| Participant deferral / active EE | $2,098 | $3,663-42.7% | $3,160-33.6% | $3,682-43.0% |
| Admin fee / account holder | $45 | $82-44.9% | $4,622-99.0% | $754-94.0% |