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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $86,617 |
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 | $421,464 | $47,126+794.3% | $149,673+181.6% | $74,419+466.3% |
| Participation rate | 73.1% | 63.4%+9.7pp | 78.8%-5.6pp | 70.7%+2.4pp |
| Annual return | 19.23% | 22.75%-3.5pp | 134.42%-115.2pp | 34.38%-15.2pp |
| Employer contribution / active EE | $15,870 | $1,905+732.9% | $4,818+229.4% | $2,637+501.7% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $84 | $343-75.5% | $13,210-99.4% | $348-75.9% |