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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,450 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $108,606 | $81,537+33.2% | $149,718-27.5% | $69,631+56.0% |
| Participation rate | 97.2% | 86.1%+11.0pp | 87.1%+10.1pp | 70.7%+26.5pp |
| Annual return | 12.94% | 22.79%-9.9pp | 1501.63%-1488.7pp | 27571.02%-27558.1pp |
| Employer contribution / active EE | $2,517 | $3,239-22.3% | $5,445-53.8% | $2,032+23.9% |
| Participant deferral / active EE | $4,569 | $4,994-8.5% | $6,569-30.5% | $3,224+41.7% |
| Admin fee / account holder | $10 | $107-90.4% | $11,283-99.9% | $110-90.7% |