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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $77,885 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $511,921 | $56,485+806.3% | $185,823+175.5% | $86,799+489.8% |
| Participation rate | 62.2% | 65.5%-3.3pp | 81.7%-19.5pp | 72.3%-10.1pp |
| Annual return | 13.90% | 118.04%-104.1pp | 122.05%-108.2pp | 97.91%-84.0pp |
| Employer contribution / active EE | $12,993 | $1,843+605.1% | $5,167+151.5% | $2,405+440.2% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $5,568-100.0% | $4,131-100.0% |
| Admin fee / account holder | $91 | $150-39.5% | $16,237-99.4% | $170-46.6% |