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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,877 |
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 | $139,286 | $111,608+24.8% | $177,821-21.7% | $73,409+89.7% |
| Participation rate | 97.7% | 87.9%+9.8pp | 87.7%+9.9pp | 72.2%+25.5pp |
| Annual return | 18.54% | 18.23%+0.3pp | 48.32%-29.8pp | 59.29%-40.8pp |
| Employer contribution / active EE | $3,168 | $3,796-16.6% | $5,918-46.5% | $2,234+41.8% |
| Participant deferral / active EE | $5,586 | $6,199-9.9% | $7,714-27.6% | $3,805+46.8% |
| Admin fee / account holder | $10 | $166-93.7% | $12,427-99.9% | $158-93.4% |