Filed June 25, 2002 (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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $80,407 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $490,076 | $52,293+837.2% | $178,490+174.6% | $73,409+567.6% |
| Participation rate | 77.7% | 65.3%+12.4pp | 81.9%-4.2pp | 72.2%+5.5pp |
| Annual return | 16.99% | 34.75%-17.8pp | 151.07%-134.1pp | 59.29%-42.3pp |
| Employer contribution / active EE | $9,306 | $1,735+436.2% | $5,011+85.7% | $2,234+316.6% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $91 | $127-28.9% | $13,984-99.4% | $158-42.6% |