Filed February 17, 2014
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 Service code 15 · EIN 23-1945930 | Recordkeeping | $46,633 |
THE VANGUARD GROUP, INC.1+ years Filed as: THE VAGUARD GROUP Service code 64 | Recordkeeping Fees | $0 |
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP Service code 64 | Recordkeeping Fees | $0 |
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 | $76,374 | $88,646-13.8% | $90,223-15.3% | $59,188+29.0% |
| Participation rate | 93.3% | 84.8%+8.5pp | 79.0%+14.2pp | 69.4%+23.8pp |
| Annual return | -0.20% | 11.82%-12.0pp | 1.31%-1.5pp | 5.51%-5.7pp |
| Employer contribution / active EE | $2,656 | $5,463-51.4% | $4,378-39.3% | $2,098+26.6% |
| Participant deferral / active EE | $7,484 | $6,586+13.6% | $5,792+29.2% | $3,265+129.2% |
| Admin fee / account holder | $24 | $63-62.0% | $7,406-99.7% | $92-74.1% |