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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $15,014 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,120 |
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 | $119,102 | $86,897+37.1% | $151,611-21.4% | $64,808+83.8% |
| Participation rate | 97.2% | 87.3%+9.9pp | 87.5%+9.7pp | 71.5%+25.7pp |
| Annual return | -16.74% | -3.57%-13.2pp | 3.33%-20.1pp | 32.82%-49.6pp |
| Employer contribution / active EE | $3,393 | $4,010-15.4% | $6,166-45.0% | $2,506+35.4% |
| Participant deferral / active EE | $6,151 | $6,690-8.1% | $8,363-26.5% | $4,310+42.7% |
| Admin fee / account holder | $28 | $153-81.5% | $11,616-99.8% | $188-85.0% |