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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,210 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $11,988 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,792 | $111,491+35.3% | $189,513-20.4% | $86,799+73.7% |
| Participation rate | 97.2% | 87.3%+9.9pp | 87.8%+9.4pp | 72.3%+24.9pp |
| Annual return | 13.91% | 83.50%-69.6pp | 555.15%-541.2pp | 97.91%-84.0pp |
| Employer contribution / active EE | $3,429 | $3,951-13.2% | $6,162-44.3% | $2,405+42.6% |
| Participant deferral / active EE | $6,139 | $6,437-4.6% | $8,221-25.3% | $4,131+48.6% |
| Admin fee / account holder | $25 | $189-87.0% | $12,045-99.8% | $170-85.5% |