Filed July 5, 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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,615 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $92,906 | $68,413+35.8% | $123,104-24.5% | $55,191+68.3% |
| Participation rate | 99.3% | 84.5%+14.7pp | 86.8%+12.5pp | 69.2%+30.1pp |
| Annual return | 0.64% | 6.30%-5.7pp | 13.22%-12.6pp | 10.78%-10.1pp |
| Employer contribution / active EE | $2,233 | $3,050-26.8% | $5,151-56.6% | $1,899+17.6% |
| Participant deferral / active EE | $4,358 | $4,490-2.9% | $6,230-30.0% | $3,046+43.1% |
| Admin fee / account holder | $10 | $88-88.9% | $9,015-99.9% | $91-89.2% |