Filed May 21, 1997 (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.1 year Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $104,249 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,230 | $44,897-28.2% | $84,966-62.1% | $199,593-83.9% |
| Participation rate | 97.5% | 45.7%+51.8pp | 67.5%+30.0pp | 72.0%+25.5pp |
| Annual return | 15.33% | 20.96%-5.6pp | 66.38%-51.1pp | 34.25%-18.9pp |
| Employer contribution / active EE | $2,837 | $1,365+107.8% | $2,727+4.0% | $3,034-6.5% |
| Participant deferral / active EE | $4,571 | $2,668+71.3% | $4,519+1.1% | $5,087-10.1% |
| Admin fee / account holder | $22 | $584-96.2% | $6,149-99.6% | $269-91.8% |